BANKING-1484 - USA (Charlotte, North Carolina) - Long-Term Investment Program Investment Consultant Services - Deadline July 8,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: BANKING-1484

Government Authority located in Charlotte, North Carolina; USA based organization looking for expert vendor for long-term investment program investment consultant services.

[A] Budget: Looking for Proposals

[B] Scope of Service:

(1) Vendor needs to provide investment consulting services for the city’s long-term investment program and assist with fiduciary oversight for the city’s existing deferred compensation programs and retiree health investment plan to the government authority located in Charlotte, NC.
- Provide periodic review and ongoing development of the existing investment policy statement that guides the city’s investment of its long-term capital reserves.
- Provide quarterly investment performance analysis reports in a format mutually agreed upon by all parties.
- Monitor and evaluate investment manager performance and conduct due diligence when an investment manager fails to meet a standard.
- Provide broad investment managerial searches utilizing in-depth quantitative and qualitative analytics, on-site manager due diligence, methodology and process on manager selections.
- Provide liability-based asset allocation studies every three to five years under various economic scenarios and time periods to determine optimum asset allocation to achieve the City’s investment goals.
- Provide asset-based asset allocation studies upon request modeling optimum risk and reward trade-offs.
- Provide consulting to alternative strategies as allowed by state statute.
(2) All questions must be submitted no later than June 12, 2019.
(3) A non-mandatory pre-proposal conference will be held on June 19, 2019.
(4) Contract term will be three years.

[C] Eligibility:

- Onshore (USA Only);

[D] Work Performance:

Not Applicable

Expiry Date : Monday, 8 July, 2019

Pre-proposal Conference Date : Wednesday, 19 June, 2019

Question Answer Deadline : Wednesday, 12 June, 2019

Category : Banking Services

Country : USA

State : North Carolina

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