Posted Date : May 27,2021
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : LEGAL-6521
Government Authority located in Providence, Rhode Island; USA based organization looking for expert vendor for investment advisory and investment counsel services.
[A] Budget: Looking for Proposals
[B] Scope of Service:
Vendor needs to provide investment advisory and investment counsel services to the government authority located in Providence, RI.
- Review of the board’s existing asset allocation and strategy of its existing investment managers.
- Review of the board’s existing investment objectives and philosophy.
- Monthly review of investment managers for:
a. performance monitoring; compliance with all statutory and PERAC regulatory provisions;
b. compliance with the board’s objectives and philosophy;
c. compliance with the board’s agreement with the manager(s).
- Prepare recommendations, as required by the Board, for a methodology for the reduction of fees and charges associated with investments and investment related issues, where appropriate.
- Provide information and interpretation of new and pending legislation on any and all public pension fund issues and submit a report to the board of the impact of such legislation to the system and the members.
- Present financial performance of the system to the board monthly, as well as to any other committees or boards as directed.
- Provide other services that may be required relative to the board’s management of its investment managers and the compliance with all laws and regulations governing the board.
[C] Eligibility:
- Onshore (USA Organization Only);
[D] Work Performance:
NA
Budget :
Deadline to Submit Proposals: June 21,2021
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 : LEGAL-6521
Government Authority located in Providence, Rhode Island; USA based organization looking for expert vendor for investment advisory and investment counsel services.
[A] Budget: Looking for Proposals
[B] Scope of Service:
Vendor needs to provide investment advisory and investment counsel services to the government authority located in Providence, RI.
- Review of the board’s existing asset allocation and strategy of its existing investment managers.
- Review of the board’s existing investment objectives and philosophy.
- Monthly review of investment managers for:
a. performance monitoring; compliance with all statutory and PERAC regulatory provisions;
b. compliance with the board’s objectives and philosophy;
c. compliance with the board’s agreement with the manager(s).
- Prepare recommendations, as required by the Board, for a methodology for the reduction of fees and charges associated with investments and investment related issues, where appropriate.
- Provide information and interpretation of new and pending legislation on any and all public pension fund issues and submit a report to the board of the impact of such legislation to the system and the members.
- Present financial performance of the system to the board monthly, as well as to any other committees or boards as directed.
- Provide other services that may be required relative to the board’s management of its investment managers and the compliance with all laws and regulations governing the board.
[C] Eligibility:
- Onshore (USA Organization Only);
[D] Work Performance:
NA
Budget :
Deadline to Submit Proposals: June 21,2021
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$