Posted Date : August 22,2019
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : BANKING-1642
Government Authority located in Smithfield, Rhode Island; USA based organization looking for expert vendor for investment advisory services.
[A] Budget: Looking for Proposals
[B] Scope of Service:
Vendor needs to provide investment advisory services to the government authority located in Smithfield, RI.
- Development of an investment policy statement - considering evaluation of existing holdings, review of the funds short and long-term liquidity needs, developing an appropriate asset allocation strategy, recommending appropriate investment managers and working with other professional advisors in addressing potential legal, trust or tax implications in connection with the development of the investment policy statement
- Monitoring the performance of the account as a whole and each underlying investment manager and investment funds individually
- Recommending replacement of investment managers and investment funds where appropriate.
- Identifying, evaluating and recommending selection of additional or different investment manager and investment funds
- Providing advice to and assisting in any adjustment to the investment strategy and asset allocation as the funds needs and investment objectives change.
[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: September 12,2019
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-1642
Government Authority located in Smithfield, Rhode Island; USA based organization looking for expert vendor for investment advisory services.
[A] Budget: Looking for Proposals
[B] Scope of Service:
Vendor needs to provide investment advisory services to the government authority located in Smithfield, RI.
- Development of an investment policy statement - considering evaluation of existing holdings, review of the funds short and long-term liquidity needs, developing an appropriate asset allocation strategy, recommending appropriate investment managers and working with other professional advisors in addressing potential legal, trust or tax implications in connection with the development of the investment policy statement
- Monitoring the performance of the account as a whole and each underlying investment manager and investment funds individually
- Recommending replacement of investment managers and investment funds where appropriate.
- Identifying, evaluating and recommending selection of additional or different investment manager and investment funds
- Providing advice to and assisting in any adjustment to the investment strategy and asset allocation as the funds needs and investment objectives change.
[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: September 12,2019
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$