BANKING-1757 - USA (West Sacramento, California) - Investment Management and Advisory Services - Deadline October 18,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: BANKING-1757

Government authority located in West Sacramento, California; USA based organization looking for expert vendor for investment management and advisory services.

[A] Budget: Looking for Proposal

[B] Scope of Service:

(1) Vendor needs to provide investment management and advisory services for portfolio management services to the government authority located in West Sacramento, CA.
1. Assist the City with maturity analysis.
2. Provide credit analysis of investment instruments in portfolio.
3. Provide monthly and quarterly reporting on all government entity funds.
4. Attend quarterly meetings with City staff.
5. Evaluate market risk and develop strategies that minimize the impact on the portfolio.
6. Provide assurance of portfolio compliance with applicable policies and laws and the City’s Investment Policy.
7. Establish an appropriate performance benchmark.
8. Indicate full understanding of the City’s Investment Policy.
9. Ensure portfolio structure matches City objectives.
10. Draft quarterly Treasurer’s Report for City Council.
(2) All question must be submitted no later than October 7, 2019.

[C] Eligibility:

- Onshore (USA Only);

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location.

Expiry Date : Friday, 18 October, 2019

Question Answer Deadline : Monday, 7 October, 2019

Category : Banking Services

Country : USA

State : California

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