Investment Portfolio Management – Large-Cap Equity Focus

The contract involves the management of a large-cap equity investment portfolio with primary objectives centered on accurate benchmark tracking, tax-efficient trading practices, and strategic dividend reinvestment. The focus is on optimizing returns while minimizing tax liabilities through careful timing and structuring of transactions, alongside systematic reinvestment of dividends to enhance long-term compounding. The scope requires expertise in portfolio construction and rebalancing aligned with market indices, ensuring consistent performance relative to the chosen benchmark while adhering to fiduciary standards and compliance requirements. This subcontract is solicited by the Troup County Board of Commissioners in Georgia under NAICS code 523930, with responses due by August 20, 2026. The opportunity is posted on the state’s procurement platform, and while no specific place of performance or point of contact is provided, the work is expected to be performed remotely or as directed by the agency, with no set-aside provisions specified. Interested parties must submit proposals before the deadline to be considered for award.