In support of the Program mandate, the Treasurer solicits proposals from qualified investment advisors and fiduciary managers (each a “Firm”). The successful bidder shall: • Serve as a fiduciary in the administration of the Invest in Oklahoma Program on behalf of both the Invest in Oklahoma Board and the Treasurer. • Assist in the solicitation, evaluation, selection, and monitoring of eligible investments. • Lead targeted outreach and actively engage with eligible Oklahoma public funds to present and encourage allocation of capital to approved Invest in Oklahoma vehicles. • Design and execute a disciplined, prudent, and transparent approach to investing in Oklahoma-based and Oklahoma-focused vehicles. • Provide ongoing monitoring, reporting, and risk oversight for the investments selected under the Invest in Oklahoma Program. • Attend meetings of the Invest in Oklahoma Board and the Treasurer as requested.
