BANKING-3816 - USA (Pomona, New York) - Investment Plan and Evaluation of Investment Performance Plan Service - Deadline December 23,2021

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: BANKING-3816

Government Authority located in Pomona, New York; USA based organization looking expert vendor for investment plan and evaluation of investment performance plan service.

[A] Budget: Looking for proposal

[B] Scope of Service:

(1) Vendor needs to provide investment plan and evaluation of investment performance plan service to the government authority located in Pomona, NY.
- Rates of return for each fund measured net of investment manager fees and all fund expenses relative to a peer group universe (benchmark) and other relevant market indices for the following time periods: 3 months, 6 months, 1 year, 3 years, and 5 years.
- Fund characteristics including name of manager, duration of manager with fund, fund objective, style, and description of fund performance.
- Comments and observations including whether the fund managers adhered to stated investment policies, objectives, or style and identify any deviations from stated investment policies, objectives, or style, if any and comments as to changes in key personnel such as investment manager, research team, etc.
- Recommendations for each fund as to whether it should remain in the plan, be placed on a watch list, or be deleted from the plan in accordance with guidelines in the investment policy.
- Recommendation on funds to add to the plan.
- Recommendation on appropriate changes to benchmarks.
- A summary of the market and economic environment for the most recent calendar year covered by the report.
- Advise the committee of any pending or passed legislation that could affect the plan.
- Review power of attorney documentation and advise on completeness and execution.
- Periodically review investment policies and objectives
- Report quarterly to the committee
- Be available to answer questions and make requested presentations, live, for the committee, at each quarterly meeting, and otherwise upon request.
(2) All question must be submitted no later than December 17, 2021.
(3) Contract term will be one years.

[C] Eligibility:

Onshore (USA organization Only)

[D] Work Performance:

Performance of the work will be offsite.

Expiry Date : Thursday, 23 December, 2021

Question Answer Deadline : Friday, 17 December, 2021

Category : Banking Services

Country : USA

State : New York

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