(1) Vendor needs to provide investment consulting services to the government authority located in Providence, RI. o Strategic Investment Planning and Policy• Develop and refine investment policies, guidelines, and restrictions• Conduct annual asset allocation reviews with detailed return, risk, and correlation forecasts• Provide strategic and tactical investment guidance• Offer risk management advisory services• Analyze investment manager compliance• Supply analytical software for asset allocation optimizationo Investment Manager Selection and Monitoring• Advise on liquid market investments (equities, fixed income, currencies, commodities, etc.)• Conduct comprehensive investment manager searches• Provide operational and investment due diligence reports• Perform ongoing manager monitoringo Performance Reporting and Analysis• Create monthly performance reports for agency meeting packet• Execute comprehensive annual performance evaluations• Analyze current and prospective investment managers' capabilities• Assess manager personnel, investment philosophies, and risk managemento Strategic Alternative Assets Consultingo Investment Sourcing and Due Diligenceo Investment Data Managemento Performance Reporting & Monitoringo Fee Compliance Monitoring(2) All questions must be submitted no later than January 7, 2025.
↧