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Investment Advisory Services

Publication Date
01/07/2019 05:18 AM EST
Closing Date
01/29/2019 11:00 AM EST
Issuing Organization
City of New Haven
Solicitation Number

Specifications include, but are not limited to: provide independent, objective and creative input in the process of fulfilling its fiduciary responsibilities. The advisor employed by the City will be expected to deliver analysis, advice and recommendations with respect to: • Investment policies and investment management structure, including asset allocation, allocation optimization and asset/liability modeling; • General investment, research, public market and regulatory analysis; • Initial and ongoing evaluation, due diligence, selection and monitoring of investment managers and/or funds; • Portfolio performance evaluation, including monthly reviews and outlook reports; • Quarterly in-person meetings (and, as needed) with the City; • On-site consultation and assistance; • Co-fiduciary responsibility with the City for investment related processes; • Special requests.

http://bop.cityofnewhaven.com/PurchasingBureauOnline/show_oppsIP.asp?RFPID={4B66A0F2-6059-4E43-AD48-F97D4C572247} (opens in a new window)

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