The Alaska Mental Health Trust Authority (the Trust), is soliciting proposals for a firm to perform a strategic review of asset investment policies. This review will include recommending an updated asset allocation plan for all Trust assets for which trustees have discretion, performing a detailed review of and making recommendations for the Asset Management Policy (AMPS), reviewing the appropriateness of the Trust’s spending rate, reviewing historical investment performance and standard deviation of invested assets (including commercial real estate and other direct investments in land), reviewing Reserve policies and inflation-proofing calculations, and develop other recommendations to support trustees as they carry out their fiduciary duties.
Proposals must be received no later than 1:30 P.M. prevailing Alaska Time on June 11, 2024. Late proposals or amendments will be disqualified and not opened or accepted for evaluation.
The complete RFP and submittal forms are attached to this public notice.
A pre-proposal conference will be held at 1:00 P.M., Alaska Time, on May 28, 2024, virtually via Microsoft Teams:
Click here to join the meeting
Meeting ID: 236 437 738 719
Passcode: vh2kTR Or call in (audio only): 907-202-7104, Phone conference ID: 812 554 808#
5/29/24: Amendment 1 issued, return required
Valette Keller, Procurement Officer
valette.keller@alaska.gov
907-269-6039