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INVESTMENT CONSULTANT - 457 DEFERRED COMPENSATION PLAN


Location
Oregon
Publication Date
08/13/2019 09:48 AM EDT
Closing Date
08/26/2019 07:00 PM EDT
Issuing Organization
City of Portland
Solicitation Number
Description

Specifications include, but are not limited to: Conduct semi-annual fund performance reviews that include at a minimum: • Overview of the general market, including stocks, bonds, international markets, and industry sectors. • Overview of the Plan’s portfolio of funds, including investment style, plan expenses and risk/reward profiles. • Comparison of Plan investment options in each asset category to appropriate benchmarks. • Historical performance returns, major holdings, sector weightings, manager information, and portfolio statistics (ratings, asset size, expenses, etc.) of the funds. • Manager and/or fund investment strategy changes. • Recommendations to place Plan investment options on watch-status and removal from watchstatus, as appropriate per the IPS.

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