Posted Date : October 18,2019
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : BANKING-1803
Government Authority located in Columbus, Georgia; USA based organization looking for expert vendor for investment consultant services.
[A] Budget: Looking for Proposals
[B] Scope of Service:
(1) Vendor needs to provide investment consultant services include the major disability income plan, the death benefit plan, the general government plan, and the public safety plan to the government authority located in Columbus, GA.
- the investment consulting firm shall act as custodian of pension assets and fiduciary services provider
- Provide qualitative analysis for each of the plans’ managers or funds including ongoing reviews of the funds organization, portfolio management, research and operations staff, investment philosophy, buy and sell decision making and implementation capabilities
- Provide performance analysis, including performance of individual investment managers as well as the aggregate of all asset classes
- Consultant shall understand and comply with the pension investment policy, review the current investment policy on a regular basis and make appropriate recommendations for changes
- Conduct searches for investment managers and funds including the screening of prospective managers and recommendation of finalists: preparation of background material for the trustees
- Provide asset allocation analysis at each monthly trustee meeting and make recommendations for any changes needed
- Provide market outlook and projections at each monthly trustee meeting
- Able to educate the board members regarding laws, accounting, and market conditions as they relate to investment decisions and performance
- Create an orientation package for new trustee members to become familiar with the investment strategies and funding for the plan.
(2) All questions must be submitted in written no later than November 10, 2019.
(3) The term of the contract will be 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: November 15,2019
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-1803
Government Authority located in Columbus, Georgia; USA based organization looking for expert vendor for investment consultant services.
[A] Budget: Looking for Proposals
[B] Scope of Service:
(1) Vendor needs to provide investment consultant services include the major disability income plan, the death benefit plan, the general government plan, and the public safety plan to the government authority located in Columbus, GA.
- the investment consulting firm shall act as custodian of pension assets and fiduciary services provider
- Provide qualitative analysis for each of the plans’ managers or funds including ongoing reviews of the funds organization, portfolio management, research and operations staff, investment philosophy, buy and sell decision making and implementation capabilities
- Provide performance analysis, including performance of individual investment managers as well as the aggregate of all asset classes
- Consultant shall understand and comply with the pension investment policy, review the current investment policy on a regular basis and make appropriate recommendations for changes
- Conduct searches for investment managers and funds including the screening of prospective managers and recommendation of finalists: preparation of background material for the trustees
- Provide asset allocation analysis at each monthly trustee meeting and make recommendations for any changes needed
- Provide market outlook and projections at each monthly trustee meeting
- Able to educate the board members regarding laws, accounting, and market conditions as they relate to investment decisions and performance
- Create an orientation package for new trustee members to become familiar with the investment strategies and funding for the plan.
(2) All questions must be submitted in written no later than November 10, 2019.
(3) The term of the contract will be 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: November 15,2019
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$