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BANKING-2320 - USA (Denver, Colorado) - Investment Consulting Services - Deadline July 7,2020

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: BANKING-2320

Government Authority located in Denver, Colorado; USA based organization looking for expert vendor for investment consulting services.

[A] Budget: Looking for Proposal

[B] Scope of Service:

(1) Vendor needs to provide investment consulting services to the government authority located in Denver, CO.
- Prepare monthly, quarterly, and annual investment performance reports
- Present quarterly and monthly statements to the board at quarterly meetings
- Review and recommend updates as needed to investment policy statement on a biennial basis and the strategic asset allocation and investment structure on an annual basis
- Monitor the portfolio and provide recommendations to the board on changes in asset allocation and managers
- Conduct investment manager searches and evaluations as needed
- Make recommendations for investment selections as needed
- Provide ongoing investment support and education as needed
- Provide market updates and general assessments of economic conditions as it related to the plan at quarterly meetings
-Work collaboratively with other plan consultants, such as the actuary, auditor, and trustee bank
- Provide other investment consulting services as needed
(2) All question must be submitted no later than June 15, 2020.

[C] Eligibility:

- Onshore (USA Organization Only);

[D] Work Performance:

NA

Expiry Date : Tuesday, 7 July, 2020

Question Answer Deadline : Monday, 15 June, 2020

Category : Banking Services

Country : USA

State : Colorado

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