Oklahoma Tobacco- Custody Search

Posted on: March 30, 2017

The Oklahoma Tobacco Settlement Endowment Trust (the “fund”) is soliciting proposals from custodians to custody the funds $1B in assets, diversified between stocks, bonds, real estate, etc. The minimum requirements are current experience with a fund with assets greater than $800 million.

If you are interested in participating in the search, please complete the RFP on our website, the Custody Bank RFI template, and the cover letter listed in the document. Submissions are due by April 27th, 2017 to Stephanie McMurray at smcmurray@nepc.com

RFP Document

Custodian Bank RFI

Custody Search

Questions & Answers

Answer to Question 1 

Lendable Holdings

TERM Guidelines

Non ERISA Collateral Schedule


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