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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

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