Government Contract | California
Investment Advisory & Management Services

Bid Information


Bid Alert No: 00002389497

Bid Title: Investment Advisory & Management Services

Agency Bid No. Title: 20-23

Received Date: 10/30/2020

Close Date: 11/20/2020

Purchase Type: Not Stated

Delivery Point: Lake County, California

Delivery Date: Not Stated

Special Notices: Bidder Preregistration

Specifications

Specifications include, but are not limited to: Provide investment advisory services; Provide investment management services for the non-liquidity portion of theportfolio: Assist the County in determining its investment risk tolerance and providemonitoring of such risk in the portfolio; Assist the County in determining its appropriate portfolio benchmark; Assist the County in analyzing its cash flow requirements; Meet quarterly with County staff to review the investment portfolio andperformance; Provide the County with on-line access to investment information and regularreports; Assist the County with development of an asset allocation plan and providemonitoring of such plan; Assist annually with the development of an investment policy; and Be responsive to staff questions or concerns on a daily basis.

Bid Related Documents

Download Document

Product Code: 94656

Agency Information


Issuing Agency: County of Lake

State: California

Agency Type: State and Local

Phone: 707-263-2236

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