UNSPSC 64102000: Investment accounts

Investment capabilities provided through agreements codified by a specific account number

UNSPSC 64102000 Investment accounts is a Class code that encompasses advisory services, administrative support, and specialized financial intermediation for public sector investment portfolios, retirement and deferred compensation plans, endowment funds, bond programs, and emerging investment vehicles such as auto-IRA platforms and cryptocurrency custody. State and local governments procure under this code to manage operating reserves, capital project funds, employee benefit obligations, and strategic asset initiatives through qualified financial advisors, fiduciary consultants, recordkeepers, and specialized service providers.

Recent opportunities reflect a diverse issuing-body mix spanning state comptroller offices, counties, cities, transportation authorities, housing finance commissions, junior colleges, utility districts, and special-purpose authorities across Florida, Texas, Georgia, Washington, Illinois, Oregon, Mississippi, and California. State-level actors—including the Texas Comptroller of Public Accounts (TexPool investment management), the Washington Student Achievement Council (GET program compliance evaluation), and the Illinois Department of Commerce & Economic Opportunity (SSBCI venture fund advisory)—represent a significant share of recent activity, while county and municipal governments dominate the volume with deferred compensation plan consulting, general fund portfolio management, and short-term liquidity services. The Washington State Housing Finance Commission (WSHFC) is pursuing a $10 million revolving construction loan fund administrator under RFP 202609ADM due November 2, 2026; the City of Milpitas issued RFP 26262 for dual investment advisory packages covering a $265.4 million municipal portfolio and a $46 million Section 115 trust portfolio, with proposals due September 24, 2026; the Teacher Retirement System of Texas has posted multiple procurements including secondary market broker services (RFP TRS000698, due September 23, 2026) and private markets technical data services (TRS000660, due June 4, 2026); and the Texas Comptroller solicited investment management services for TexPool and TexPool Prime, two statewide local government investment pools managing $58.4 billion in assets combined, with proposals due September 2, 2026. Smaller municipalities and special districts pursue comparable services: Hays County (RFP 2026-P17 due August 25, 2026 for $80 million portfolio advisory), Brushy Creek Municipal Utility District (RFQ due August 14, 2026 for $40 million ongoing with $30 million in anticipated bond proceeds), and Galveston County (RFP 26-093 due May 28, 2026) represent the tail of municipal-scale activity, while state employee retirement systems including ERS of Texas (RFQ 26-15426-001 for public equity advisory, due August 11, 2026) and state pension boards procure specialized portfolio management. Geographic concentration is heaviest in Texas (thirty-plus opportunities), Florida (multiple county and municipal deferred compensation and investment pools), Georgia, Washington, and California, with scattered activity in Illinois, Mississippi, and Oregon. The code sees sustained quarterly activity across all four quarters of the year with no pronounced seasonal skew.