Government Contract | Texas
Endowment Management Services

Bid Information

Bid Alert No: 00000578266

Bid Title: Endowment Management Services

Agency Bid No. Title: 717-16-741

Received Date: 05/24/2016

Close Date: 06/08/2016

Purchase Type: Term:

Delivery Point: Texas Southern University, Houston, Texas

Delivery Date: Not Stated

Special Notices: Questions Due By 05/25/2016 12:00 PM


Specifications include, but are not limited to:Investment Policy and Procedures reviewing investment-related policies and procedures and making appropriate recommendations for changes.Portfolio Analysis reviewing asset allocations and structures and making recommendations for appropriate changes.Reporting provide monthly flash reports and quarterly performance reports, including but not limited to, performance data and analysis for the total fund, individual asset classes; detailed analysis, including return attribution analysis, portfolio characteristics, style and risk analysis, peer universe comparisons; and holdings analysis relative to benchmarks.Manager Research and Analysis to manage the selection, retention, and dismissal of investment managers, performing the necessary due diligence and providing summary reporting.Research to perform the necessary due diligence on investment markets to ensure optimal performance, including monitoring, rebalancing and reportingTraining, Development, and Reporting to provide annual introduction to endowment management for new Board and/or Committee members as well as quarterly reporting to Finance Committee and Board of Regents in person, if requested.

Bid Related Documents

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Bid Related Attachments

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Product Codes: 94600, 94656

Agency Information

Issuing Agency: Texas Southern University

State: Texas

Agency Type: State and Local

Contact: Thomas Britt Purchasing Department, 3100 Cleburne Street, Hannah Hall 333, Houston, Texas, 77004

Phone: 713-313-4350




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