Investment consulting services for the Colorado Public School Permanent Fund’s Community Investment Portfolio, including portfolio construction, manager selection and monitoring, risk oversight, and performance and impact reporting.
Buyer Attributes
Key metrics and characteristics
City
The city where this buyer is located.
Denver
County
The county where this buyer is located.
Denver
Address
Physical address of this buyer.
200 E Colfax Ave #140
Phone Number
Contact phone number for this buyer.
(303) 866-2441
Zip Code
Postal code for this buyer's location.
80203
Propensity to Spend
How likely this buyer is to spend on new technology based on operating budget trends.
CautiousAggressive
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AI Adoption Score
How likely this buyer is to adopt new AI technologies.
ConservativeEarly Adopter
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Startup Friendliness
How often this buyer champions startups and early adoption.
Board meetings and strategic plans from Colorado Department of the Treasury
Public School Fund Investment Board Meeting Minutes
Date: Feb 27, 2023Type: Meeting mention
The board received an update on the 1146 Study Group's report. Significant discussion focused on the in-house bond portfolio, including a review of external versus internal management, fee appropriation, and compliance with constitutional restrictions. The board approved beginning an RFP process to allocate up to $200 million to a new Core Fixed-Income Portfolio. Additional agenda items included a fourth-quarter market update, asset allocation and rebalancing recommendations, a review of unrealized gains and losses, and a presentation by a fund manager. Other business included a decision to continue holding quarterly meetings via Zoom and notice of an upcoming RFP process for the Short Duration Portfolio.
Public School Fund Investment Board Meeting Minutes
Date: Sep 25, 2024Type: Meeting mention
The board addressed board member term updates and approved a one-year contract extension for MacKay-Shields. Key discussion topics included a review of impact investing, market performance reports for the second quarter and fiscal year-end, and an evaluation of fund allocation options. The board authorized a recommendation for a 50% allocation to public equity. Additionally, the meeting featured a fund manager presentation on the Treasury portfolio and updates regarding the RFP process and the annual report.
Key Contacts
Public-sector contacts connected to Colorado Department of the Treasury.
Public School Fund Investment Board Working Group Working Group Meeting
Date: Oct 16, 2024Type: Meeting mention
The meeting focused on the review and discussion of the draft annual report, which is scheduled to be submitted to the General Assembly. The working group also held a presentation and discussion regarding the potential for investing in Colorado communities. Key discussion topics included the history and purpose of the Public School Fund (PSPF), legislative recommendations from HB 22-1146, comparisons with other states, potential investment examples, and the development of consensus around amending board investment policies.
Extracted from official board minutes, strategic plans, and video transcripts.
Meeting signals
Know what buyers discuss before RFPs drop
Track Colorado Department of the Treasury meetings, strategic plans, and budget discussions before the public bid appears.