Fund Management Services for Oklahoma Tobacco Settlement Endowment Trust

The Oklahoma Tobacco Settlement Endowment Trust is seeking proposals for fund management services.

OPERS


General
Open
Apr 30, 2026 12:00 PM
Request for Proposal (RFP)
State
Description

The Oklahoma Tobacco Settlement Endowment Trust (OTSET) is seeking proposals from qualified firms to provide comprehensive fund management services. This opportunity is for the management of the Trust's investment portfolio. Previous RFPs issued by related entities have allowed for response periods ranging from four to six weeks, indicating a similar timeframe may be expected for this solicitation. Interested parties should prepare to submit detailed proposals outlining their investment strategies, qualifications, and fee structures.

Classification Codes
NAICS523940Portfolio Management and Investment Advice
PSCR710Financial Services (includes credit card services and any other financial services. See revision to description for code R703 above)
Smart Codes
fund management servicesinvestment consultingfinancial advisory