Government Contract | California
Investment Advisory Services

Bid Information


Bid Alert No: 00000466088

Bid Title: Investment Advisory Services

Agency Bid No. Title: Not Stated

Received Date: 01/21/2016

Close Date: 02/02/2016

Purchase Type: Term:

Delivery Point: Davis, California

Delivery Date: Not Stated

Specifications

Specifications include, but are not limited to:1. Ensure portfolio structure matches City objectives 2. Indicate full understanding of the Citys Investment Policy and recommend changes as appropriate 3. Manage the Citys portfolio in a fiduciary capacity with discretionary authority4. Execute trades in accordance with the Citys investment policy 5. Assist the City with maturity analysis 6. Provide monthly investment reports for the Citys entire portfolio detailing holdings, composition and sector analysis, return, weighted average maturity and daily transaction activity 7. Provide quarterly reports with data and analysis for the Citys quarterly Treasurers Report.

Bid Related Documents

Download Solicitation Notice

Product Codes: 94648, 94656

Agency Information


Issuing Agency: City of Davis

State: California

Agency Type: State and Local

Contact: Pam Day City Clerk's Office, 23 Russell Blvd. Suite 5, Davis, California, 95616

Email: pday@cityofdavis.org

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