Government Contract | Pennsylvania
General Investment Consultant

Bid Information

Bid Alert No: 00000496977

Bid Title: General Investment Consultant

Agency Bid No. Title: 21160128133253

Received Date: 02/26/2016

Close Date: 03/01/2016

Purchase Type: Not Stated

Delivery Point: Philadelphia, Pennsylvania

Delivery Date: Not Stated


Specifications include, but are not limited to: The selected consultant will be expected to:1. Attend and present at monthly Investment Committee meetings, as well as any othermeeting as requested by the Board of Trustees.2. Advise on the development, implementation and/or revision of investment policies andguidelines for the overall Fund, the private real estate allocation, the private energy /infrastructure allocation, and the hedge fund or other alternative investments allocation.3. Provide annual capital markets and asset allocation reviews and recommendations,including annual reports of general economic conditions and forecasts of interest rates,inflation, and risk and returns for all asset classes.4. Advise on portfolio structure (e.g.: active vs. passive, investment style mix).5. Provide risk management at the overall Fund level.6. Provide manager attribution analysis for the Plan and identify areas of strength /weakness in the target asset allocation.7. Analyze and advise on the capabilities of public equity and fixed income investmentmanagers including full due diligence reports for manager searches.8. In conjunction with the Boards staff, periodically review the performance ofinvestment managers through various methods, including interviews and on-site visits.9. Provide research and reports on various investment topics, and provide educationalpresentations to the Board or Staff as requested.10. Conduct and/or assist in manager searches and selections within the public marketsasset classes.

Bid Related Documents

Download Document

Bid Related Attachments

Download Attachment


Download Amendment

Product Code: 94656

Agency Information

Issuing Agency: City of Philadelphia

State: Pennsylvania

Agency Type: State and Local

Contact: Brad Woolworth, Private Markets and Real Assets Two Penn Center Plaza, 16th Floor, Philadelphia, Pennsylvania, 19102




FREE Market Analysis

Get a FREE 90-Day Market Analysis and see the bids you’ve been missing