BANKING-1353 - USA (Roswell, New Mexico) - Investment Management Services - Deadline April 25,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: BANKING-1353

Government Authority located in Roswell, New Mexico; USA based organization looking for expert vendors for investment management services.

[A] Budget: Looking for proposal

[B] Scope of Service:

(1) Vendor needs to provide investment management services for the professional investment management of county’s permanent fund. to invest its funds in a manner that will provide for the highest investment income consistent with the preservation of principal and provision of liquidity. this permanent fund investment policy addresses the methods, procedures, and practices which must be exercised to ensure effective and judicious fiscal and investment management of county fund, the treasurer may delegate the authority to conduct investment transactions and to manage the operation of the investment portfolio to other specifically authorized staff members. no person may engage in an investment transaction except as expressly provided under the terms of this policy, may engage the support services of outside professionals. such services may include investment advisors, special legal representation, third party custodial services, and appraisals by independent credit rating services, internal controls for the operation of the county’s investment program shall be approved by the board. such controls shall be designed to prevent loss of public funds due to fraud, error, misrepresentation, and imprudent actions. the treasurer shall review the systems of controls periodically to ensure such controls are effective and that the county is complying with them to the government authority located in Roswell, NM.
(2) The contract term will be for one year.

[C] Eligibility:

Onshore (USA Only)

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location.

Expiry Date : Thursday, 25 April, 2019

Category : Banking Services

Country : USA

State : New Mexico

RFP Expired

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