BANKING-1632 - USA (San Diego, California) - Non-Discretionary Investment Management Services - Deadline September 5,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: BANKING-1632

Government Authority located in San Diego, California; USA based organization looking for expert vendor for non-discretionary investment management services.

[A] Budget: Looking for Proposal

[B] Scope of Service:

(1) Vendor needs to provide non-discretionary investment management services to the government authority located in San Diego, CA.
- Actively manage a non-discretionary portfolio of permitted investments pursuant to state government code, which includes both short and long-term investments
- Active management of the portfolio includes the investment and reinvestment of assets subject to
prior approval by the water authority
- Provide timely and detailed recommendations for the investment and reinvestment of funds
- Conduct and maintain up-to-date credit analysis of portfolio investments and potential investments
- To assure compliance with all federal, state and local laws governing the investment of monies under the control of the treasurer
- Monitor portfolio performance against the selected performance benchmark
- Provide monthly statements and reports on portfolio compliance with applicable policies and laws, and the water authority investment policy
- To protect the principal monies entrusted to this organization.
- To generate the maximum amount of investment income within the parameters of this annual
statement of investment policy
- Perform broker and dealer due diligence and review for investment broker/dealers
(2) All question must be submitted no later than August 26, 2019.

[C] Eligibility:

- Onshore (USA Only);

[D] Work Performance:

not applicable

Expiry Date : Thursday, 5 September, 2019

Question Answer Deadline : Monday, 26 August, 2019

Category : Banking Services

Country : USA

State : California

RFP Expired

You can either pay for Single RFP/Bid document or Subscribe with Monthly Subscription for whole Banking Services Category/Categories.

If you will obtain monthly subscription for Banking Servicescategory/categories, you will be able to access all the RFPs from that Category. Here are the Monthly Subscription offers. So, subscribe for Monthly offers and get rid of Individual RFP payment.

*No commitment =
(1) There is no minimum commitment.
(2) You can subscribe for as less as 1 month and cancel it any time. If you subscribe for annual offer, you can cancel it any time within year.
(3) There is no partial refund policy after Monthly or Annual subscription. You will be required to use services for a Month (Or Year since you have availed discounted pricing).
(4) You can cancel your subscription any-time directly from your PayPal account to stop further recurring charges before next due date.
(5) You will be able to download all RFPs for subscribed Category or Location without any extra cost.

Similar RFPs