Specifications include, but are not limited to: 1.Investment management services 2.Advisory services that include, but are not limited to, advice on an investment policy, design, redesign, or adjustments (as necessary) 3.Investing town funds as delineated in towns’ investment policies and procedures and in compliance with applicable NH RSA. 4.Keeping complete records of all transactions with regard to investment of town funds, monitoring performance, and providing for periodic reports to the town including the Town’s performance versus appropriate peer groups/benchmarks. 5.Providing statements, portfolio analysis, and performance comparisons quarterly or as agreed upon by the town. 6.Attending periodic meetings with the Trustees of Trust Funds and/or Board of Selectmen to review the plan(s). 7.Receiving ongoing contributions into the Trust and processing requests for distributions, as required and/or requested. 8.Additional advisory services, relevant to governmental OPEB plan; these services may be on an as-requested basis and not necessarily part of the main menu of services.
