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closed🌐 santa-monica-ca431

Investment Advisory and Portfolio Management Services

santa-monica-ca / Finance Department

Description

The City of Santa Monica intends to obtain services from qualified individual or firms to provide non-discretionary investment advisory and portfolio management services as outlined below. Best industry practices and/or best management practices may require additional services not explicitly enumerated.

Details

Posted
Sep 25, 2024
Response deadline
Nov 13, 2024, 11:00 PM UTC
Status
closed
Buyer
santa-monica-ca
Department
Finance Department
Jurisdiction
santa-monica-ca
Reference #
431
Summary
<p>The City of Santa Monica intends to obtain services from qualified individual or firms to provide non-discretionary investment advisory and portfolio management services as outlined below.  Best in
Is Paused
false
Template Title
Request for Proposal - PROCUREMENT
Copy Count
2
Government Organization City
Santa Monica
Government Organization Name
City of Santa Monica
Government Organization State
CA
Government Organization Website
https://www.santamonica.gov
Government Organization Zip Code
90401
Government Organization Address1
1685 Main Street
Government Organization Timezone
America/Los_Angeles
Government Organization Country Code
US
Government Organization Phone Country
1
Closed Substatus
awarded
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This listing is a summary from santa-monica-ca's open procurement data. We ingest every field the feed publishes; the full solicitation documents are on the source portal.

Raw record
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  "_slug": "santa-monica-ca",
  "title": "Investment Advisory and Portfolio Management Services",
  "status": "closed",
  "summary": "<p>The City of Santa Monica intends to obtain services from qualified individual or firms to provide non-discretionary investment advisory and portfolio management services as outlined below.  Best industry practices and/or best management practices may require additional services not explicitly enumerated.</p>",
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  "template": {
    "title": "Request for Proposal - PROCUREMENT"
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  "created_at": "2024-09-17T19:50:53.903Z",
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  "financialId": "431",
  "closeOutReason": null,
  "closedSubstatus": "awarded",
  "proposalDeadline": "2024-11-13T23:00:43.668Z",
  "releaseProjectDate": "2024-09-25T20:03:28.085Z"
}