Government Contract | Missouri
PENSION FUND CONSULTING SERVICES

Bid Information


Bid Alert No: 00002167435

Bid Title: PENSION FUND CONSULTING SERVICES

Agency Bid No. Title: Not Stated

Received Date: 05/11/2020

Close Date: 05/21/2020

Purchase Type: Not Stated

Delivery Point: Creve Coeur, Missouri

Delivery Date: Not Stated

Specifications

Specifications include, but are not limited to: Help us to develop and maintain our investment policy statement. Plan asset allocations annually and monitor regularly to keep us on track. 2RFP FOR PENSION FUND CONSULTING SVCS MAY 2020-REVISEDRecommend modification if there are significant changes in markets and bring to our attention any need or concern for changes. Provide research and recommendations for investments in each asset class. Follow recommended investments closely and meet with the Pension Board quarterly in person, monthly or as needed by phone. Provide monthly reporting of portfolio performance and statements. Work with our City staff to provide guidance in sourcing funds, opening new accounts, as well as tracking liquidity of investments for pension payments. Work with investment managers, funds and custodians to insure timely reporting of year-end financials as well as quarterly updates

Product Code: 94656

Agency Information


Issuing Agency: City of Creve Coeur

State: Missouri

Agency Type: State and Local

Contact: Lori Obermoeller

Phone: 314-872-2519

Email: lobermoeller@crevecoeurmo.gov

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