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Public Sector Investment Portfolio Management

Active

State & Local

Response Deadline09/08/2026, 07:00:00 PM UTC

Contract Overview

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

AI Contract Overview

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The City of Anaheim is seeking a subcontractor to provide full-time investment management services for its public funds. The selected provider will be responsible for ensuring all activities comply with California State law, the City of Anaheim’s Investment Policy, and established Council Priorities. Key deliverables include portfolio alignment, regular risk assessments, cash flow forecasting, and comprehensive fiduciary oversight to protect and optimize public assets. This opportunity is managed by the Finance agency and is categorized under NAICS code 523940. The solicitation was posted on August 8, 2026, with a response deadline of September 8, 2026. Interested parties can find further details and submission guidelines through the official procurement portal.

General Info

City of Anaheim seeks subcontractor for full-time public fund investment management services.

Agency

California → FinanceView Agency

NAICS

523940 - Portfolio Management and Investment AdviceView NAICS

Place of Performance

CA, USA

Set-Aside

NONE

Documents

This scope was carved out of #106-FIN-08-07-2026.

The full solicitation package (1 document), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Portfolio Management Services

AI Contract Breakdown

Uniform Contract Format

No contract breakdown available.

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Timeline

PostedAug 8

subcontract

Response DeadlineSep 8

Submission deadline

Response Deadline

09/08/2026, 07:00:00 PM UTCin 20 days

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Organization & Contact Information

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AgencyCalifornia → Finance

ContactsNo contacts available

OfficeN/A

Organization / Agency

California → Finance

View Agency Profile

Office AddressN/A

ContactsNo contact information available

Full Description

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Provide full-time investment management services for public funds in compliance with the City of Anaheim’s Investment Policy, California State law, and Council Priorities, including portfolio alignment, risk assessments, cash flow forecasting, and fiduciary oversight.

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