Posted Date : February 25,2019
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : BANKING-1280
Government Authority located in Allendale, Michigan; USA based organization looking for expert vendor for investment advisory services.
[A] Budget: Looking for Proposals
[B] Scope of Service:
(1) Vendor needs to provide investment advisory services to the government authority located in Allendale, MI.
- Assist the operating cash and investment committee in fulfilling its fiduciary responsibilities with proper oversight, governance and monitoring of the university investment policy
- Provide investment expertise and analysis
- Provide annual reviews of the investment policy
- Conduct asset allocation reviews and make recommendations for the university short term, intermediate term, and long-term pools as well as present opportunities for its excess operating cash and cash equivalents
- Conduct regular risk management reviews of the portfolio
- Track and provide guidance and modelling for portfolio liquidity
- Prepare quarterly investment performance reports with benchmark comparisons
- Conduct manager searches and make recommendations as required for new asset allocations or to replace existing managers
- Provide research and economic updates
- Perform regular due diligence for investments and managers
- Provide ongoing analysis and monitoring of fund managers
- Provide annual fee analysis (review of all investment manager and custodian fees)
- Notify staff of any underperformance, noncompliance, significant changes, or adverse events, and provide advice on such issues as soon as they become known.
- Attend quarterly meetings with the operating cash and investment committee.
- Conduct peer analysis and provide best practice recommendations.
- Assist in setting appropriate benchmarks and measurements of the portfolio.
- Provide analysis and information to assist with the preparation of materials for presentations, reporting, audit, etc. as it relates to the investment portfolios.
- Perform specialized studies of specific investment matters, as may be requested.
(2) All questions must be submitted in written no later than March 8, 2019.
(3) The term of the contract shall be three years.
[C] Eligibility:
Onshore (USA Only)
[D] Work Performance:
Performance of the work will be Offsite. Vendor needs to carry work in their office location.
Budget :
Deadline to Submit Proposals: March 05,2019
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$
Image may be NSFW.
Clik here to view.
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : BANKING-1280
Government Authority located in Allendale, Michigan; USA based organization looking for expert vendor for investment advisory services.
[A] Budget: Looking for Proposals
[B] Scope of Service:
(1) Vendor needs to provide investment advisory services to the government authority located in Allendale, MI.
- Assist the operating cash and investment committee in fulfilling its fiduciary responsibilities with proper oversight, governance and monitoring of the university investment policy
- Provide investment expertise and analysis
- Provide annual reviews of the investment policy
- Conduct asset allocation reviews and make recommendations for the university short term, intermediate term, and long-term pools as well as present opportunities for its excess operating cash and cash equivalents
- Conduct regular risk management reviews of the portfolio
- Track and provide guidance and modelling for portfolio liquidity
- Prepare quarterly investment performance reports with benchmark comparisons
- Conduct manager searches and make recommendations as required for new asset allocations or to replace existing managers
- Provide research and economic updates
- Perform regular due diligence for investments and managers
- Provide ongoing analysis and monitoring of fund managers
- Provide annual fee analysis (review of all investment manager and custodian fees)
- Notify staff of any underperformance, noncompliance, significant changes, or adverse events, and provide advice on such issues as soon as they become known.
- Attend quarterly meetings with the operating cash and investment committee.
- Conduct peer analysis and provide best practice recommendations.
- Assist in setting appropriate benchmarks and measurements of the portfolio.
- Provide analysis and information to assist with the preparation of materials for presentations, reporting, audit, etc. as it relates to the investment portfolios.
- Perform specialized studies of specific investment matters, as may be requested.
(2) All questions must be submitted in written no later than March 8, 2019.
(3) The term of the contract shall be three years.
[C] Eligibility:
Onshore (USA Only)
[D] Work Performance:
Performance of the work will be Offsite. Vendor needs to carry work in their office location.
Budget :
Deadline to Submit Proposals: March 05,2019
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$
Image may be NSFW.
Clik here to view.
