Posted Date : September 19,2018
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : BANKING-1045
Government Authority located in Colorado Springs, Colorado; USA based organization looking for expert vendor for discretionary investment advisory services.
[A] Budget: Looking for Proposal
[B] Scope of Service:
(1) Vendor needs to provide discretionary investment advisory services for investment guidelines and policies, including the guidelines and development of new guidelines and policies and the amendment of existing policies and followings services to the government authority located in Colorado Springs, CO.
- Providing and implementing investment management analysis,
- Tracking of performance achieved in variance from the investment manager’s contractual mandate
- Advise on Assumed Rate of Return over time
- Manager oversight, including periodic review and interviews of managers as requested by Board and Staff
- Advising on strategic and tactical investment issues
- Preparing and implementing an asset allocation suitable for a public plan of our size
- Advising on management structure (active vs. passive, investment style mixes)
- Tracking performance measurement
- Advising on additional asset classes
- Choosing alternative investment vehicles
- Providing research on special projects
- Presenting economic forecasts
- Providing rebalancing activities with trustee bank
- Providing manager searches, selections and terminations and all due diligence activities
(2) All questions must be submitted no later than October 11, 2018.
(3) Contract period will be for 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 premises.
Budget :
Deadline to Submit Proposals: October 31,2018
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$
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Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : BANKING-1045
Government Authority located in Colorado Springs, Colorado; USA based organization looking for expert vendor for discretionary investment advisory services.
[A] Budget: Looking for Proposal
[B] Scope of Service:
(1) Vendor needs to provide discretionary investment advisory services for investment guidelines and policies, including the guidelines and development of new guidelines and policies and the amendment of existing policies and followings services to the government authority located in Colorado Springs, CO.
- Providing and implementing investment management analysis,
- Tracking of performance achieved in variance from the investment manager’s contractual mandate
- Advise on Assumed Rate of Return over time
- Manager oversight, including periodic review and interviews of managers as requested by Board and Staff
- Advising on strategic and tactical investment issues
- Preparing and implementing an asset allocation suitable for a public plan of our size
- Advising on management structure (active vs. passive, investment style mixes)
- Tracking performance measurement
- Advising on additional asset classes
- Choosing alternative investment vehicles
- Providing research on special projects
- Presenting economic forecasts
- Providing rebalancing activities with trustee bank
- Providing manager searches, selections and terminations and all due diligence activities
(2) All questions must be submitted no later than October 11, 2018.
(3) Contract period will be for 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 premises.
Budget :
Deadline to Submit Proposals: October 31,2018
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$