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Trust RFP 22-065M Asset Allocation and Asset Spending Study

The Alaska Mental Health Trust Authority (the Trust), is soliciting proposals for a firm to perform a strategic review of asset investment policies including recommending an updated asset allocation plan for all Trust assets for which trustees have discretion over and other policy recommendations as trustees carry out their fiduciary duties.

The full RFP and submittal forms are attached to this notice. 

Proposals must be received no later than 1:30 P.M. prevailing Alaska Time on November 29, 2021. Late proposals or amendments will be disqualified and not opened or accepted for evaluation. 


A pre-proposal conference will be held at 1:00 P.M, Alaska Time, on November 16, 2021 via Zoom. The purpose of the conference is to discuss the work to be performed with the prospective offerors and allow them to ask questions concerning the RFP. Questions and answers will be transcribed and sent to prospective offerors as soon as possible after the meeting.

Offerors needing accommodation should contact the procurement officer prior to the date set for the pre-proposal conference so that reasonable accommodation can be made. Participants may join the meeting using the following information:

https://us02web.zoom.us/j/81268967641?pwd=M0xuZGRvNS8vZGdWRHZUa0JXYVlvQT09 
Meeting ID: 812 6896 7641
Passcode: Trust

1-253-215-8782
Meeting ID: 812 6896 7641
Passcode: 476069


Amendment 1 issued 11/17/21: return required
 

Attachments, History, Details

Details

Department: Revenue
Category: Procurement
Sub-Category:
Location(s): Statewide
Project/Regulation #:
 
Publish Date: 11/5/2021
Archive Date: 11/30/2021
 
Events/Deadlines: