Investment Management Services

Agency: California Society of Municipal Finance Officers
State: California
Type of Government: State & Local
NAICS Category:
  • 523930 - Investment Advice
  • 541611 - Administrative Management and General Management Consulting Services
Posted Date: Oct 6, 2021
Due Date: Nov 1, 2021
Bid Source: Please Login to View Page
Contact information: Please Login to View Page
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Agency: Calleguas Municipal Water District
Contact: Dan Smith ( dsmith@calleguas.com )
Phone: 805-579-7132
Deadline: 11/01/2021
More: RFP Detail Online

The Calleguas Municipal Water District is seeking proposals from qualified firms to provide investment management services for the District’s investment portfolio. The investment of the District’s funds is guided by the California Government Code and the District’s Investment Policy. The District’s investment portfolio is currently managed by the Wells Fargo Asset Management and is overseen by the District’s Manager of Administrative Services.

As of August 31, 2021, the District’s total portfolio balance was $183 million including a State of California Local Agency Investment Fund (LAIF) balance of $5 million and a Ventura County Investment Pool (VCIP) balance of $800,000. All invested funds are for operating or capital projects (non pension funds).

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