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Investment Consulting Services

This bid is for investment consulting and discretionary portfolio management services for Dallas Fort Worth International Airport in DFW Airport, Texas 75261.

Due
December 1, 2026
23 days left
Location
Texas
Posted on
Bonfire
Notice ID
PA2270

Please quote investment consulting and discretionary portfolio management services for Dallas Fort Worth International Airport in DFW Airport, Texas 75261.

  • Portfolio: Approximately $1.3 billion, with priorities of protecting the original investment, keeping money available, spreading investments, and earning competitive returns.
  • Services: Investment planning, authorized trades, market and credit research, risk and policy checks, and coordination with the organization holding the investments.
  • Support: Electronic reports on investments and comparison benchmarks, periodic meetings, policy reviews, and staff training.
  • Qualifications: Authorized to provide investment advice and discretionary investment management in Texas, with at least 10 years of experience consulting on or managing institutional investments.
  • Term: Three years plus two optional one-year renewals.

Please confirm availability and send your quote by December 1, 2026.

The original documents

Deadline: December 1, 2026

See the original on dfwairport.bonfirehub.com

Bidding it yourself? Get the full package and submit on Bonfire before December 1, 2026.

What they need

  • PortfolioApproximately $1.3 billion, prioritizing principal preservation, liquidity, diversification, and competitive returns.
  • ServicesInvestment strategy, authorized trade execution, market and credit research, risk and policy compliance monitoring, and custodian coordination.
  • SupportElectronic portfolio and benchmark reports, periodic meetings, policy reviews, and staff training.
  • QualificationsAuthorized to provide investment advisory and discretionary management services in Texas, with at least 10 years of institutional investment consulting or management experience.
  • Term and pricingThree years plus two optional one-year renewals. Provide an all-inclusive annual fee for each of five years and AUM cap rates for tiers up to $1.2B, $1.2–$1.4B, $1.4–$1.6B, $1.6–$1.8B, $1.8–$2.0B, and above $2.0B. Annual compensation is the lesser of the flat fee or the applicable cap, calculated on rolling 12-month average AUM.

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