Summary
Invites qualified investment advisory firms and consultants to submit proposals for professional investment performance measurement, compliance monitoring, and reporting services for the City’s institutional investment portfolio. The City is seeking to retain one firm to serve in an independent, fiduciary advisory capacity in accordance with this Request for Proposals (RFP). The selected firm will provide objective, non-discretionary advisory and review services related to the City’s investment portfolio. Services shall be advisory in nature only and shall not include investment management, trade execution, or custody of assets.