Investment Consulting Services (RFP)

Under the direction of sib or its designee, analyze and evaluate asset allocation plans for the trust based on age groups of its beneficiaries as well as allocation for risk reduction. Review and analyze the investment performance of the program manager(s) of the trust using criteria developed by sib as well as criteria developed by the program manager(s) or outside consultants. Periodically, there may be additional evaluations comparing scholarshare 529 investment performance and fees to the performance between the national plans and/or other 529 state plans. Additional analysis may include other peer reviews, gap analyses, and/or feasibility studies and projections. Regularly review and propose changes to the investment policy and monitoring procedures as needed.