ACCT-7105 - USA (Santa Rosa, California) - Investment Advisory Services - Deadline June 11,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: ACCT-7105

Government Authority located in Santa Rosa, 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 to the government authority located in Santa Rosa, CA.
- Advise the City on all matters pertaining to the investment management,
- Perform cash flow analyses to assist with identifying and maintaining appropriate allocations between liquid and core funds,
- Provide discretionary investment services including: execute investment trade in accordance with the investment policy, and all applicable statutes and bond covenants, solicit competitive quotes from financial institutions and broker dealers for permitted investment securities and maintain written documentation of such quotes for review,
- Provide input regarding the appropriate measurement of portfolio performance and benchmarks to assess performance,
- Provide monthly reports on investment activity, earnings, and the market value of the portfolio holdings, provide quarterly reports showing the portfolio’s rate of return and sufficient detail for accounting recording and management reporting, financial statement auditing purposes, provide year-end reports, Bloomberg screens and interest earned detail,
- Lead quarterly investment management meetings to discuss the quarterly investment report, and current and forecasted market and economic conditions,
- Other investment management services, as may be mutually agreed to, if the firm has expertise and experience in these areas.
(2) All the questions must be submitted no later than May 23, 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 : Tuesday, 11 June, 2019

Question Answer Deadline : Thursday, 23 May, 2019

Category : Auditing, Finance and Accounting

Country : USA

State : California

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