Posted Date : November 30,2018
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : BANKING-1160
Government Authority located in Milford, Connecticut; 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 to the government authority located in Milford, CT.
- 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.
- 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 analysing the investment characteristics of available asset classes and the risk potentials of alternative asset mixes.
- Coordinate with the Plans’ actuary to incorporate asset, liability needs of the Plans, actuarial assumed rate of return and capital market assumptions.
- Advise in the development of guidelines and procedures for rebalancing the asset mix.
- Provide the Plans with information about new developments in investment management techniques and portfolio management theory, analyse how new techniques might improve the Pension and Retirement Board's investment program and whether they should be or should not be, implemented.
(2) All questions must be submitted no later than December 11, 2018.
(3) A 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 03,2019
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-1160
Government Authority located in Milford, Connecticut; 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 to the government authority located in Milford, CT.
- 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.
- 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 analysing the investment characteristics of available asset classes and the risk potentials of alternative asset mixes.
- Coordinate with the Plans’ actuary to incorporate asset, liability needs of the Plans, actuarial assumed rate of return and capital market assumptions.
- Advise in the development of guidelines and procedures for rebalancing the asset mix.
- Provide the Plans with information about new developments in investment management techniques and portfolio management theory, analyse how new techniques might improve the Pension and Retirement Board's investment program and whether they should be or should not be, implemented.
(2) All questions must be submitted no later than December 11, 2018.
(3) A 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 03,2019
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$