Investment Management Services

Agency: City of Palo Alto
State: California
Type of Government: State & Local
NAICS Category:
  • 523930 - Investment Advice
  • 541611 - Administrative Management and General Management Consulting Services
Posted Date: Feb 7, 2025
Due Date: Mar 7, 2025
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Description


Project ID:

Title: Investment Management Services

Addenda: 0

Release Date: 2/7/2025

Due Date: 3/7/2025

Post Information
Posted At:Fri, Feb 7, 2025 8:17 AMSealed Bid Process:Yes (Bids Sealed / Pricing Sealed)Private Bid:No
Overview
Summary

The City of Palo Alto is seeking proposals from qualified firms to provide investment management services for its $0.6 billion investment portfolio. Currently, the City internally manages its investment portfolio which is composed of U.S. Agency and Treasury, municipal, state, U.S. Corporate, supranational, and negotiable certificate of deposit instruments. City is seeking a three year proposals.

Timeline
Release Project Date:
February 7, 2025
Question Submission Deadline:
February 26, 2025, 1:00pm
Proposal Submission Deadline:
March 7, 2025, 3:00pm
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