Investment consultant qualification standards
West Virginia Board of Treasury Investments | State of West VirginiaWest Virginia- Detected
- Aug 27, 2026
- 63 days ago
- Sector
- Professional Services
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From the meeting
The policy states that the Investment Consultant is selected by and serves at the will and pleasure of the Board based on Investment Committee recommendations. It also requires the consultant to assign a Chartered Financial Analyst or Certified Treasury Professional to work directly with BTI, and points to separate qualifications criteria. This is useful incumbent and rebid intelligence for firms that provide treasury investment consulting, even though no award was made in this document.
The buying signal is the standing role and the annual review of outside service providers.
- Meeting date
- August 27, 2026
- Agency
- West Virginia Board of Treasury Investments | State of West Virginia
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Questions about this project
What is a pre-RFP?
A pre-RFP is an early indicator that a government agency is planning a purchase — a project discussed in a board meeting, a budget line item, a new hire, or a grant award — captured before a formal RFP or bid is published. Acting on pre-RFPs gives SLED and B2G vendors months of lead time to build relationships and shape requirements.
When will West Virginia Board of Treasury Investments | State of West Virginia issue an RFP for this project?
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How can vendors engage with West Virginia Board of Treasury Investments | State of West Virginia before the RFP is published?
Vendors who reach out during the planning window can help shape requirements and build relationships with the decision-makers running the project. A free Civic IQ account unlocks this pre-RFP's source document, forecasted RFP timing, and verified West Virginia Board of Treasury Investments | State of West Virginia decision-maker contacts.
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