BANKING-1822 - USA (San Diego, California) - Investment Management, Advisory and Reporting Services - Deadline December 12,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: BANKING-1822

Government Authority Located in San Diego, California; USA based organization looking for expert vendor for investment management, advisory and reporting services.

[A] Budget: Looking for Proposal

[B] Scope of Service:

(1) Vendor needs to provide investment management, advisory and reporting services for its portfolio, legislatively created regional government agency that provides technical and informational resources as well as planning and development of regional infrastructure, to public transportation operators for prepaid fare media collections, payments for services for Overall Work Program and capital projects,
- investment policy and provide suggested changes with explanations to ensure compliance with applicable laws and consistency with all investment objectives,
- prepare investment strategies for each portfolio taking into consideration short and long-term goals, receipt and disbursement expectations, the potential for changing circumstances,
- Using a discretionary portfolio management approach, execute the ongoing purchase and sale of specific securities, investment policy and under prevailing circumstances and market conditions,
- Perform broker/dealer due diligence and maintain relations with the broker/dealer community,
- Continually monitor market conditions and circumstances and, in a timely manner, report on any recommended changes to policies, strategies, and specific positions,
- Provide consultation and advisory services related to managed funds on an as-needed basis,
- Monthly investment reports for the portfolio including but not limited to securities holdings, portfolio composition and sector analyses, portfolio return, and daily transaction activity,
- Quarterly investment reports for the portfolio including but not limited to securities holdings, portfolio composition and sector analyses, portfolio return, and daily transaction activity,
- Other key indicators, events, market conditions, and information relevant to managed portfolio,
- Bank credit analysis to include current and historical credit ratings for all client requested banks, etc. to the government authority located in San Diego, CA.
(2) All questions must be submitted no later than November 14, 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 : Thursday, 12 December, 2019

Question Answer Deadline : Thursday, 14 November, 2019

Category : Banking Services

Country : USA

State : California

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