Posted Date : November 21,2018
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : ACCT-6071
Government Authority located in Norwich, Connecticut; USA based organization looking for expert vendors for investment advisory services.
[A] Budget: Looking for Proposals
[B] Scope of Service:
(1) Vendor needs to provide investment advisory services including
- Conduct an annual comprehensive review and analysis of the Plans’ investment policies and recommend changes, if appropriate. The review should address investment objectives, asset allocation and management structure
- Assist in reviewing and updating a comprehensive written Investment Policy Statement for the Plans
and investment guideline
- Assist in developing an appropriate investment management structure for the Plans and each asset
class, which considers the role of active versus passive management, available management styles
and the advisability of altering management structures under differing market conditions
- Provide assistance in analyzing the investment characteristics of available asset classes and the
risk return potentials of alternative asset mixes
- Provide the Plans with information about new developments in investment management techniques
and portfolio management theory. Analyze how new techniques might improve the Board investment program and whether they should implement.
- Conduct manager and fund searches. Assist in establishing appropriate qualitative and quantitative
selection criteria for reviewing potential candidates. Assist in screening prospective managers and
funds and recommending finalists, which meet stated requirements.
-Provide ongoing monitoring, due diligence and recommendations of managers and funds.
- Assist in developing composite indices for the Plans to measure total fund performance related to
an established target asset mix. Analyze actual performance relative to the composite indices on an
ongoing basis, etc.to the government authority located in Norwich, CT.
(2) All question must be submitted no later than December 5, 2018.
(3) The contract term will be for five 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.
Budget :
Deadline to Submit Proposals: January 04,2019
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 : ACCT-6071
Government Authority located in Norwich, Connecticut; USA based organization looking for expert vendors for investment advisory services.
[A] Budget: Looking for Proposals
[B] Scope of Service:
(1) Vendor needs to provide investment advisory services including
- Conduct an annual comprehensive review and analysis of the Plans’ investment policies and recommend changes, if appropriate. The review should address investment objectives, asset allocation and management structure
- Assist in reviewing and updating a comprehensive written Investment Policy Statement for the Plans
and investment guideline
- Assist in developing an appropriate investment management structure for the Plans and each asset
class, which considers the role of active versus passive management, available management styles
and the advisability of altering management structures under differing market conditions
- Provide assistance in analyzing the investment characteristics of available asset classes and the
risk return potentials of alternative asset mixes
- Provide the Plans with information about new developments in investment management techniques
and portfolio management theory. Analyze how new techniques might improve the Board investment program and whether they should implement.
- Conduct manager and fund searches. Assist in establishing appropriate qualitative and quantitative
selection criteria for reviewing potential candidates. Assist in screening prospective managers and
funds and recommending finalists, which meet stated requirements.
-Provide ongoing monitoring, due diligence and recommendations of managers and funds.
- Assist in developing composite indices for the Plans to measure total fund performance related to
an established target asset mix. Analyze actual performance relative to the composite indices on an
ongoing basis, etc.to the government authority located in Norwich, CT.
(2) All question must be submitted no later than December 5, 2018.
(3) The contract term will be for five 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.
Budget :
Deadline to Submit Proposals: January 04,2019
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$