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open🌐 Boston, MAhttp://www.rfpmart.com/1153715-usa-boston-massachusetts-investment-management-and-advisory-services-rfp.html

BANKING-9189 - USA (Boston, Massachusetts) - Investment Management and Advisory Services - Deadline September 24,2026

Description

(1) Vendor needs to provide investment management and advisory services to the government authority located in Boston, MA.– Provide serve as a general resource to agency staff for information, advice, and training regarding fixed income securities and investments.– Work with agency staff and its cash flow consultants to ensure that the investment strategy is consistent with agency cash requirements.– Provide monthly and quarterly statements of investment activity, earnings and the value of the investment.– Provide investment strategies to improve return performance and suggest changes as needed to investment strategy.– Provide agency with standardized electronic trade files for all executed transactions(2) All the questions must be submitted no later than August 26, 2026.(3) The contract period will be for three years.

Details

Posted
Aug 5, 2026
Response deadline
Sep 24, 2026, 11:59 PM UTC (50d)
Status
open
Jurisdiction
Boston, MA
Location
Boston
Has Description
true
Item
BANKING-9189 - USA (Boston, Massachusetts) - Investment Management and Advisory Services - Deadline September 24,2026 (1) Vendor needs to provide investment manageme

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This listing is a summary from Boston, MA's open procurement data. We ingest every field the feed publishes; the full solicitation documents are on the source portal.