BANKING-1797 - USA (San Mateo, California) - Investment Advisory Services - Deadline November 8,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: BANKING-1797

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 for its municipal investment portfolio to the government authority located in San Mateo, CA.
- Assume the management of a portion of the investment portfolio
- Manage the city portfolio in a fiduciary capacity with discretionary authority
- Execute trades in accordance with the city investment policy
- Assist the city with maturity analysis
- Provide credit analysis of investment instruments in portfolio
- Provide monthly, quarterly and annual reporting
- Provide monthly investment reports for the city entire portfolio detailing holdings, composition and sector analysis, return, weighted average maturity and daily transaction activity
- 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 investment policy
- Indicate full understanding of investment policy and recommend changes as appropriate
(2) All question must be submitted no later than October 21, 2019.

[C] Eligibility:

- Onshore (USA Only);

[D] Work Performance:

not applicable

Expiry Date : Friday, 8 November, 2019

Question Answer Deadline : Monday, 21 October, 2019

Category : Banking Services

Country : USA

State : California

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