BANKING-1985 - USA (Madison, Wisconsin) - Non-Discretionary Investment Advisory Services - Deadline February 28,2020

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: BANKING-1985

Government Authority located in Madison, Wisconsin; USA based organization looking for expert vendor for non-discretionary investment advisory services.

[A] Budget: Looking for Proposals

[B] Scope of Service:

(1) Vendor needs to provide non-discretionary investment advisory services to assist with the management and performance of the investment portfolio to the government authority located in Madison, WI.
- Provide full-time, non-discretionary investment advisory services of the portion of county’s portfolio under advisement.
- Provide assistance in developing and implementing investment strategies that will maintain or enhance portfolio quality and performance within the parameters of county’s investment policies and cash flow needs, taking into consideration the primary objective, the preservation of principal.
- Assist in the development of investment benchmarks.
- Assist in reviewing investment procedures and portfolio documentation with a goal of
process improvement.
- Assist in reviewing investment internal controls.
- Assist in the review of third-party safekeeping or custodial services.
- Provide county accounting staff investment training and technical advice as needed.
- Provide itemized invoices of charges either monthly or quarterly, as agreed upon in the
(2) All questions must be submitted no later than February 14, 2020.
(3) The contract term will be for three years.

[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, 28 February, 2020

Question Answer Deadline : Friday, 14 February, 2020

Category : Banking Services

Country : USA

State : Wisconsin

Cost to Download This RFP Document : $ 5

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