BANKING-1977 - USA (Aurora, Colorado) - Investment Advisory Services - Deadline February 13,2020

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: BANKING-1977

Government Authority located in Aurora, Colorado, 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 the district short-term and medium–term investment portfolio to the government authority located in Aurora, CO.
- The advisor will be required to recommend investment management, procedural changes, investment selection and disposition in accordance with the laws of the State
- Provide monthly and quarterly annually reporting on all government entity funds detailing securities holdings including balances in local government investment pools, portfolio composition and sector analyses, portfolio return and 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
- Establish an appropriate performance benchmark
- Review investment policy
- Ensure portfolio structure matches government entity’s objectives
- Assist with trade settlements
- Assist in the process of evaluating custodial services and servicing the portfolio’s ongoing security safekeeping needs
(2) All question must be submitted no later than February 5, 2020.
(3) Contract period will be for one year.

[C] Eligibility:

- Onshore (USA Only);

[D] Work Performance:

not applicable

Expiry Date : Thursday, 13 February, 2020

Question Answer Deadline : Wednesday, 5 February, 2020

Category : Banking Services

Country : USA

State : Colorado

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