Posted Date : November 21,2018
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : BANKING-1145
Government Authority located in Norwich, Connecticut; USA based organization looking for expert vendor for investment advisory services.
[A] Budget: Looking for Proposals
[B] Scope of Service:
(1) Vendor needs to provide investment advisory services for independent, objective, creative and
proactive input to its decision-making process to the government authority located in Norwich, CT.
- Conduct an annual comprehensive review and analysis of the plans investment policies and
recommend changes, if appropriate
- Assist in reviewing and updating a comprehensive written investment policy statement for the plans and investment guidelines
- 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 and analyzing the investment characteristics of available asset classes and the risk and return potentials of alternative asset mixes
- Coordinate with the plans’ actuary to incorporate asset or liability needs of the plans, actuarial
assumed rate of return and capital market assumptions
- Provide ongoing monitoring, due diligence and recommendations of managers and funds
- Facilitate the selection of appropriate performance benchmarks for each asset class and each
manager and fund
(2) All question must be submitted no later than December 5, 2018.
(3) Contract period will be for five years.
[C] Eligibility:
- Onshore (USA Only)
[D] Work Performance:
Not applicable
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 : BANKING-1145
Government Authority located in Norwich, Connecticut; USA based organization looking for expert vendor for investment advisory services.
[A] Budget: Looking for Proposals
[B] Scope of Service:
(1) Vendor needs to provide investment advisory services for independent, objective, creative and
proactive input to its decision-making process to the government authority located in Norwich, CT.
- Conduct an annual comprehensive review and analysis of the plans investment policies and
recommend changes, if appropriate
- Assist in reviewing and updating a comprehensive written investment policy statement for the plans and investment guidelines
- 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 and analyzing the investment characteristics of available asset classes and the risk and return potentials of alternative asset mixes
- Coordinate with the plans’ actuary to incorporate asset or liability needs of the plans, actuarial
assumed rate of return and capital market assumptions
- Provide ongoing monitoring, due diligence and recommendations of managers and funds
- Facilitate the selection of appropriate performance benchmarks for each asset class and each
manager and fund
(2) All question must be submitted no later than December 5, 2018.
(3) Contract period will be for five years.
[C] Eligibility:
- Onshore (USA Only)
[D] Work Performance:
Not applicable
Budget :
Deadline to Submit Proposals: January 04,2019
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$