Posted Date : January 29,2019
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : BANKING-1236
Government Authority located in Johnston, Rhode Island; USA based organization looking for expert vendor for investment consultant services.
[A] Budget: Looking for Proposals
[B] Scope of Service:
(1) Vendor needs to provide investment consultant services to the government authority located in Johnston, RI.
(A) General Advisory Services
- Implementation of asset allocation plan including any rebalancing and transition management
- Providing annual asset allocation reviews and recommendations, including review of underlying market assumptions and review of Investment policy statement and any proposed revisions
- Analysing investments and any investment managers adherence to investment policies, guidelines, statements, and restrictions established for each portfolio
(B) Investment Monitoring
- Review and advising on investments in the equity and fixed income markets including selection of investments or investment managers in each category of investments to execute the asset allocation policy
- Communication with the fund regarding any important developments in investments, including fee structure and changes to investment strategies
- Review and advise on investment performance on no less than an annual basis, including performance of any peer investments
(C) Performance Measuring and Reporting
- Performing a quarterly overall performance analysis by investment, manager, asset class, and total fund, including benchmark comparisons
- Performing a quarterly report on investment risk, including analysis on key events and current market conditions and risks
(2) All question must be submitted no later than February 8, 2019.
(3) Contract period will be for three years.
[C] Eligibility:
- Onshore (USA Only)
[D] Work Performance:
Not applicable
Budget :
Deadline to Submit Proposals: February 21,2019
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-1236
Government Authority located in Johnston, Rhode Island; USA based organization looking for expert vendor for investment consultant services.
[A] Budget: Looking for Proposals
[B] Scope of Service:
(1) Vendor needs to provide investment consultant services to the government authority located in Johnston, RI.
(A) General Advisory Services
- Implementation of asset allocation plan including any rebalancing and transition management
- Providing annual asset allocation reviews and recommendations, including review of underlying market assumptions and review of Investment policy statement and any proposed revisions
- Analysing investments and any investment managers adherence to investment policies, guidelines, statements, and restrictions established for each portfolio
(B) Investment Monitoring
- Review and advising on investments in the equity and fixed income markets including selection of investments or investment managers in each category of investments to execute the asset allocation policy
- Communication with the fund regarding any important developments in investments, including fee structure and changes to investment strategies
- Review and advise on investment performance on no less than an annual basis, including performance of any peer investments
(C) Performance Measuring and Reporting
- Performing a quarterly overall performance analysis by investment, manager, asset class, and total fund, including benchmark comparisons
- Performing a quarterly report on investment risk, including analysis on key events and current market conditions and risks
(2) All question must be submitted no later than February 8, 2019.
(3) Contract period will be for three years.
[C] Eligibility:
- Onshore (USA Only)
[D] Work Performance:
Not applicable
Budget :
Deadline to Submit Proposals: February 21,2019
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$