Investment Advisor-Manager contract for Pensions and Retirement

Agency: City of Philadelphia
State: Pennsylvania
Type of Government: State & Local
NAICS Category:
  • 523920 - Portfolio Management
  • 523930 - Investment Advice
  • 541611 - Administrative Management and General Management Consulting Services
Posted Date: Oct 18, 2024
Due Date: Dec 18, 2024
Solicitation No: 21241011095227
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Description

Investment Advisor-Manager contract for Pensions and Retirement
Pro services
RFP
The passive management (index) firm(s) will specifically:
1.        invest Board funds across one or more of the following domestic (USA) strategies:
a.        Russell 1000 index
b.        Russell Midcap index
c.        Russell 2000 index
2.        Provide monthly reporting in a format(s) required by the Board, general consultant, and custodial bank.
3.        ,. Provide daily liquidity (as needed) for the Board's funds as part of our cash management processes.
4.        Invest the Board's funds with minimal tracking error to the underlying b...

Responses due: December 18, 2024 10:00 pm
Posted by: Pensions and Retirement
Number: 21241011095227 (Alternate ID: [)
Date posted: October 18, 2024
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