This Solicitation opportunity from California was posted on October 8, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Investment Management and Advisory Services

Closed

24-070-RFPState & Local

Submission Closed11/04/2024, 12:00:00 AM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

Active Opportunities Like This One

NAICS: 523920

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SLED

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Bristol Community College

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DEADLINE

Investment Portfolio Manager (Bond Proceeds)This subcontract opportunity is for an Investment Portfolio Manager to provide professional guidance on the investment and management of bond proceeds for prime contractors working on South Jersey Ports projects. The selected provider will be responsible for portfolio management to balance risk and return, monitoring performance against benchmarks through analytics software, and delivering investment policy recommendations and performance reports. A CFA certification is preferred for this role. The solicitation was posted on October 9, 2026, with a response deadline of November 17, 2026, at 3:00 PM. This requirement falls under NAICS code 523920 and is associated with the South Jersey Ports agency in New Jersey.

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Investment Portfolio Management ServicesThis subcontract for Investment Portfolio Management Services involves the active management of charitable fund portfolios for prime contractors associated with East Suffolk and North Essex NHS Foundation Trust projects. The selected provider will be responsible for implementing investment strategies, executing financial transactions, performing portfolio rebalancing, and monitoring overall performance against established benchmarks. To ensure professional standards, the provider must utilize specialized investment management software and trading platforms. A critical requirement for this contract is that the service provider must hold valid FCA authorization. The primary deliverables include the maintenance of a managed investment portfolio and the provision of periodic performance reports to the trust. This engagement falls under NAICS code 523920 and is managed by the East Suffolk and North Essex NHS Foundation Trust.

East Suffolk And North Essex Nhs Foundation Trust

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Request for Application (RFA)- NYC Catalyst Fund II

Solicitation # 20251201024

The New York City Economic Development Corporation (NYCEDC) is seeking applications from investment fund managers who are raising capital for investment funds aligned with the NYC Catalyst Fund II program. The program aims to promote economic development within New York City, support NYCEDC’s broader impact goals, and generate financial returns. NYCEDC plans to allocate $25 million to this initiative, with commitments of up to $5 million available for each selected investment fund. Applicants should demonstrate a clear financial return strategy, a strong commitment to New York City, and align their funds with one or more of the following impact areas: supporting diverse entrepreneurship via investments in underrepresented founders, promoting economic mobility by addressing income and wealth disparities through various growth and development pathways, or focusing on high-growth innovation sectors vital to the city's economic future. Selection will be based on the qualifications and reputation of the fund managers, the fund’s investment and impact strategies, proposed financial terms, and the investment track record. NYCEDC emphasizes compliance with all applicable anti-discrimination laws and encourages participation from certified Minority and Women-owned Business Enterprises (M/WBEs). The solicitation remains open until January 2, 2029, or until the allocated funding is exhausted, with applications evaluated continuously. Multiple rounds of question submissions are permitted, with deadlines spanning from early 2026 through late 2028. Interested parties can download the RFA, submit proposals electronically, and direct inquiries to the designated NYCEDC contacts provided.

NYC Economic Development Corporation

POSTED

11 months ago

DEADLINE

in about 2 years

AI Contract Overview

The City of West Sacramento is seeking proposals from qualified investment advisory firms to provide comprehensive portfolio management and discretionary investment advisory services for its approximately $350 million investment portfolio. The primary goal is to ensure the safety of invested funds, with secondary objectives including maintaining sufficient liquidity to meet ongoing obligations and achieving a market rate of return. The City’s investment policy emphasizes prudent money management principles aligned with California law, with a moderately active investment style. The selected firm will handle daily administration of the portfolio and offer strategic guidance, operating under the Prudent Expert Standard. The contract size is estimated between $500,000 and $2 million, and proposals are due by November 4, 2024. The point of contact for this solicitation is Marc Rotteveel, reachable via email and phone. The contract, titled "Investment Management and Advisory Services," is part of the City’s broader procurement efforts overseen by the Finance Department of California. It emphasizes compliance with insurance requirements outlined in the 2023 Insurance Checklist, which mandates specific coverage levels such as general liability, automobile liability, workers’ compensation, and professional liability, with the City typically named as an additional insured. The solicitation is posted publicly, with detailed instructions and terms available through the provided online portal. The City’s approach underscores a commitment to prudent investment practices, regulatory compliance, and transparent procurement procedures to ensure the effective management of public funds.

General Info

Agency

California → Finance

NAICS

523920 - Portfolio Management

Place of Performance

CA, USA

Set-Aside

NONE

Documents

24-070-RFP Investment Management and Advisory Services

rfp

High

Contract for Services - West Sacramento Boilerplate for RFP 8.1.24

contract-document

High

Insurance Checklist 2023 for City of West Sacramento Contracts

1 page · insurance-checklist

High

City of West Sacramento Administrative Policy IV-C-02: Investment Policy

other

Low

City of West Sacramento Investment Report - June 30, 2024

other

Low

AI Contract Breakdown

Uniform Contract Format

Contract not broken down yet

CLEATUS splits the solicitation into Uniform Contract Format (UCF) sections: scope, pricing, deliverables, and evaluation criteria.

Timeline

PhaseClosed

PostedOct 8

Solicitation

Response DeadlineNov 4

Deadline has passed

Submission Closed

11/04/2024, 12:00:00 AM UTC

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Organization & Contact Information

AgencyCalifornia → Finance

Contacts1 person available

OfficeN/A

Organization / AgencyCalifornia → Finance

Office AddressN/A

Contacts

Marc Rotteveel

contact@example.gov

+1 (555) 000-0000

Full Description

STATEMENT OF PURPOSEThe City of West Sacramento is requesting proposals from qualified investment advisory firms (Proposer) for portfolio management services. Investment practices and procedures must comply with state law and the City’s written investment policy. The investment advisory firm will be expected to perform to the Prudent Expert Standard.The City’s investment policy (Exhibit A) is based on the principles of prudent money management and California law relating to the investment of public funds. The primary objective calls for the safety of invested funds. Secondary to safety is sufficiency of liquid cash to meet ongoing obligations. The policy also calls for attaining a market rate of return on its investments. The City, by way of its investment advisor, purchases investments with the intent to hold until maturity but does not preclude sales before maturity if it can be demonstrated that the transaction will benefit the portfolio. The City’s investment style can be described as moderately active. Responsibility of the investment program is assigned to the Treasurer. Exhibit B contains the City’s investment report for the quarter ended June 30, 2024.The City is seeking proposals from qualified firms to:Provide investment services in a comprehensive manner to handle the day-to-day administration of the City’s investment portfolio; andProvide discretionary investment advisory services to help govern the City’s investment portfolio, currently valued at approximately $350 millionEach qualified Proposer is to submit a proposal in conformity with the terms of this Request for Proposal (RFP) by the deadline below (Proposal). The Proposer selected by the City pursuant to the terms of this RFP and the City's contracting procedures, if any is selected, is referred to herein as Contractor.SYNONYMOUS TERMSUnless the use indicates otherwise, as used throughout this bid and its attachments, the following terms are synonymous:a. Firm, Consultant, Supplier, Vendor, Contractor, Successful Bidder, Offerorb. Purchase Order, Contract, Agreementc. Services, Work, Scope, and Projectd. Pricing proposal/sheet, Cost proposal/sheet, Rate table/sheet