BANKING-1251 - USA (Portland, Oregon) - Investment Advisory Services - Deadline March 1,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: BANKING-1251

Government Authority Located in Portland, Oregon; USA based organization looking for investment advisory services.

[A] Budget: Looking for Proposal

[B] Scope of Service:

(1) Vendor needs to provide investment advisory services for the finance and regulatory services apply to all cash-related assets, investment of any tax-exempt borrowing proceeds and of any debt service funds, investment portfolio under both discretionary management and non-discretionary advisement,
- To ensure the preservation of principal in the overall portfolio and security of funds and investments, limiting exposure to poor credits and concentrating the investments in the safest types of securities, due diligence reviews of current and proposed broker/dealers and financial institutions,
- Developing and implementing investment strategies that will maintain or enhance portfolio quality and performance investment policies and cash flow needs, taking into consideration the primary objective, the preservation of principal, depository and custodian bank and investments in the portfolio,
- The risk that the market value of securities in the portfolio will fall due to changes in general interest rates, structuring the investment portfolio so that securities mature to meet cash requirements for ongoing operations,
- Avoiding the need to sell securities on the open market prior to maturity, portfolio should consist largely of securities with active secondary or resale markets, engage the services of one or more external investment advisers to assist investment portfolio in a manner consistent with investment policy to the government authority located in Portland, OR.
(2) All questions must be submitted no later than February 22, 2019.

[C] Eligibility:

Onshore (USA Only)

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location.

Expiry Date : Friday, 1 March, 2019

Question Answer Deadline : Friday, 22 February, 2019

Category : Banking Services

Country : USA

State : Oregon

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