BANKING-1519 - USA (Denver, Colorado) - Investment Advisory and Management Services - Deadline July 22,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: BANKING-1519

Government authority located in Denver, Colorado, USA; based organization looking for expert vendor for investment advisory and management services.

[A] Budget: Looking for Proposal

[B] Scope of Service:

(1) Vendor needs to provide investment advisory and management services for investment advisor and manager to be highly experienced in public funds investing, a leader and innovator in fixed income investments, and able to provide comprehensive investment advisory and management services, security safekeeping and custodial bank accounts to the government authority located in Denver, CO.
- The firm will provide information and training about, but not limited to, industry best practices, investment philosophy/methodology, portfolio management techniques, security selection or evaluation, asset classes, benchmarking, portfolio structure, market environment, modeling assistance and other factors effecting performance
- May serve as a side-by-side investment manager managing a portion of the City’s aggregate portfolio with the City’s investment team including sharing ideas and investment generation, proprietary and non-proprietary portfolio management and compliance tools
- Assist the City by incorporating a structured portfolio management methodology into the Investment Team’s day-to-day investment activities, including assistance with creation of infrastructure as needed
- Advise and make recommendations on investment strategies that will enhance portfolio performance under current and future market conditions
- Assist with development of city-wide cash flow projections
- Provide credit analysis of security issuers and financial institutions and assist the City in the creation of an internal credit analysis process to establish an approved list of asset classes exposed to credit risk
- Monitor compliance through a manual or computer system safeguard
- Current and historical characteristics of the portfolio
(2) All questions must be submitted no later than June 28, 2019.
(3) Contract period will 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.

Expiry Date : Monday, 22 July, 2019

Question Answer Deadline : Friday, 28 June, 2019

Category : Banking Services, Professional, Consulting, Administrative or Management Support Services

Country : USA

State : Colorado

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