Posted Date : January 11,2021
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : BANKING-2842
Government Authority located in Connecticut; USA based organization looking for expert vendor for investment management services.
[A] Budget: Looking for Proposal
[B] Scope of Service:
(1) Vendor needs to provide investment management services for Small Capitalization Equity,
- Supervision and direction of the investments of a separately managed account,
- As fiduciary, agent and attorney-in-fact with respect to the account, buy, sell, exchange, convert or otherwise trade in any securities and other investment instruments as permitted by the specific, negotiated investment guidelines mutually agreed,
- Transacting according to the investment guidelines,
- Executing all trades in an attempt to obtain the best net price and most favourable execution of each purchase and sale transaction,
- Maintaining a system of adequate risk controls, including but not limited to a compliance monitoring system and an operations risk management system to ensure compliance with
account restrictions, as well as all applicable State and Federal laws and regulations, etc. to the government authority located in Connecticut.
(2) All questions must be submitted no later than January 22, 2021.
(3) A contract term will be for six 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: February 19,2021
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-2842
Government Authority located in Connecticut; USA based organization looking for expert vendor for investment management services.
[A] Budget: Looking for Proposal
[B] Scope of Service:
(1) Vendor needs to provide investment management services for Small Capitalization Equity,
- Supervision and direction of the investments of a separately managed account,
- As fiduciary, agent and attorney-in-fact with respect to the account, buy, sell, exchange, convert or otherwise trade in any securities and other investment instruments as permitted by the specific, negotiated investment guidelines mutually agreed,
- Transacting according to the investment guidelines,
- Executing all trades in an attempt to obtain the best net price and most favourable execution of each purchase and sale transaction,
- Maintaining a system of adequate risk controls, including but not limited to a compliance monitoring system and an operations risk management system to ensure compliance with
account restrictions, as well as all applicable State and Federal laws and regulations, etc. to the government authority located in Connecticut.
(2) All questions must be submitted no later than January 22, 2021.
(3) A contract term will be for six 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: February 19,2021
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$