Government Contract | Illinois
General Investment Consultant

Bid Information

Bid Alert No: 00000418346

Bid Title: General Investment Consultant

Agency Bid No. Title: Not Stated

Received Date: 11/16/2015

Close Date: 12/15/2015

Purchase Type: Term: 02/11/2016 - 02/10/2020

Delivery Point: Various Locations, Illinois

Delivery Date: Not Stated

Special Notices: Pre-Bid Conference Mandatory 11/23/2015 11:00 AM, Questions Due By 11/30/2015 12:00 PM


Specifications include, but are not limited to:. The Respondent will be required to provide the following services for College Savings and ABLE programs: 1.Review current investment guidelines and relevant authority in coordination with Treasurers staff; 2. Prepare presentations to the Treasurers Office defining the risk/reward characteristics of any recommended investment guideline changes subject to statutory constraints; 3. Assist in creating an ABLE Investment Policy Statement that considers the financial condition of participants, the plans liquidity and distribution needs, level and nature of contributions, desired risk profile, and the risk tolerances of T r e a s u r e r s O f f i c e ; 4. Conduct an annual review of the College Savings and ABLE plans investment policy statements, investment guidelines, investment processes and provide best practice recommendations;

Bid Related Documents

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Product Code: 94656

Agency Information

Issuing Agency: State of Illinois - Office of the Treasurer

State: Illinois

Agency Type: State and Local

Contact: Jim Underwood, Office of the Illinois State Treasurer 400 West Monroe Street, Suite 401, Springfield, Illinois, 62704

Phone: 217-782-1708

Fax: 217-524-3822




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