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
Original Source:	Please Login to View Page
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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

* Disclaimer: This website provides information about bids, requests for proposals (RFPs), or requests for qualifications (RFQs) for convenience only and does not serve as an official public notice. Individuals who wish to respond to or inquire about bids, RFPs, or RFQs should contact the relevant government department directly.

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