BANKING-1794 - USA (San Mateo, California) - Investment Advisory Services - Deadline November 8,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: BANKING-1794

Government Authority located in San Mateo, California; USA based organization looking for expert vendor for investment advisory services.

[A] Budget: Looking for Proposal

[B] Scope of Service:

(1) Vendor needs to provide investment advisory services include assume the management of a portion of the investment portfolio, review the city’s investment policy and internal control procedures and make recommendations that are necessary, manage the city’s portfolio in a fiduciary capacity with discretionary authority, execute trades in accordance with the city’s investment policy, assist the city with maturity analysis, provide credit analysis of investment instruments in portfolio, provide monthly/quarterly/annual reporting, provide monthly investment reports for the city’s entire portfolio detailing holdings, composition and sector analysis, return, weighted average maturity and daily transaction activity, attend selected quarterly meetings with city staff and investment advisory committee and occasional city council meetings, evaluate market risk and develop strategies that minimize the impact on the portfolio, provide assurance of portfolio compliance with applicable policies and laws and the city’s investment policy, establish an appropriate performance benchmark, indicate full understanding of investment policy and recommend changes as appropriate, ensure portfolio structure matches city objectives to the government authority located in San Mateo, CA.
(2) All question must be submitted no later than October 25, 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, 8 November, 2019

Question Answer Deadline : Friday, 25 October, 2019

Category : Banking Services

Country : USA

State : California

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