BANKING-3818 - USA (Pomona, New York) - Update of Investment Plan and Evaluation of Investment Performance for the Deferred Compensation Plan - Deadline December 23,2021

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: BANKING-3818

Government authority located in Pomona, New York; USA based organization looking for expert vendor for update of investment plan and evaluation of investment performance for the deferred compensation plan.

[A] Budget: Looking for Proposal

[B] Scope of Service:

(1) Vendor needs to provide update of investment plan and evaluation of investment performance for the deferred compensation plan and to provide an evaluation of investment options to the government authority located in Pomona, NY.
The consultant's analysis/report must be in writing and must include:
- 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, and/or style and identify any deviations from stated investment policies, objectives, and/or style, if any and comments as to changes in key personnel such as investment manager, research team, etc.
- Recommendation on funds to add to the Plan.
- Advise the Committee of any pending or passed legislation that could affect the plan.
- Periodically review investment policies and objectives.
(2) All questions must be submitted no later than December 17, 2021.

[C] Eligibility:

- Onshore (US 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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