Project Information

Bid Title

Fixed Income Investment Management Services

Issuing Agency

State Government of Florida

Location

Florida

Published Date

Jul 20, 2026

Closing Date

Jul 24, 2026

Government Level

State & Local

Status

Closed

Ref. #

ITN-16331

Original Source

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Bid Documents

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Project Description

The objective of this Invitation to Negotiate (ITN) is to enable the University of Central Florida (UCF) to enter into agreements with qualified and experienced investment management firms to provide high-quality fixed income investment management services for designated University investment portfolios.

Selected firms will provide fixed income investment management services for separately managed mandates within the fixed income portions of UCF Operating Pools II, III, and IV. The selected Investment Managers will manage these assets in accordance with the UCF Investment Policy Manual, the Operating Funds Supplement, the applicable Operating Pool subsection, any manager specific addendum or investment management agreement, applicable Florida Statutes governing public funds, UCF Board of Trustees directives, and UCF’s established risk, liquidity, and return objectives. UCF may allocate fixed income assets among selected managers at its discretion based on performance, risk characteristics, portfolio needs, and the University’s overall investment strategy.

Questions are due July 6, 2026 @ 5:00 PM EST

Due Date is July 24, 2026 at 3:00 PM EST

Nellie Nido is inviting you to a scheduled Teams meeting.
Topic: ITN2025-15NCSA Fixed Income Investment Management Services Opening July 24, 2026 at 3:00 PM EST

Join: https://teams.microsoft.com/meet/267818862016175?p=3xfKHshV5ZkmPrtCtz

Meeting ID: 267 818 862 016 175

Passcode: GG6zp28J

Commodity Codes
Code	Title
84121701	Investment advisers

Contact Information
Name	Nellie Nido
Email	nellie.nido@ucf.edu
Phone	(407) 823-5346
Address	3544 Perseus Loop #160975 Orlando FL 32816

Commodity Codes

• NAICS 523110Investment Banking and Securities Dealing
• NAICS 541611Administrative Management and General Management Consulting Services

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