BANKING-1833 - USA (Rockford, Illinois) - Investment Management Services - Deadline December 3,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: BANKING-1833

Government Authority located in Rockford, Illinois; USA based organization looking for expert vendor for investment management services.

[A] Budget: Looking for Proposal

[B] Scope of Service:

Vendor needs to provide investment management services firms to provide professional services in managing a customized investment program focused on short- and intermediate-term investment
strategies to the government authority located in Rockford, IL.
- Work with city staff to develop cash flow projections to ensure that the investment strategy is consistent with the city’s cash requirements and future liabilities, review and recommend updates to the investment policy and written investment procedures as requested, establish an appropriate performance benchmark(s), provide credit analysis of investment instruments in the portfolio, obtain and document competitive prices for securities transactions, provide the ability to access portfolio holdings via a secure online system, provide monthly statements detailing investment activity, earnings, market value of securities, accrued interest by investment type, and ratings of investments, provide quarterly performance reports in accordance with GIPS (Global Investment Performance Standards) including a description of market conditions, serve as a general resource to the city council, management, and staff for information and advice regarding the city’s investment portfolio, the fixed income markets, and economic developments, meet with the city council, management, and staff as needed.

[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, 3 December, 2019

Category : Banking Services

Country : USA

State : Illinois

RFP Expired

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