BANKING-9042 - USA (Elk Grove, California) - Investment Management and Advisory Services - Deadline August 18,2026

(1) Vendor needs to provide investment management and advisory services to the government authority located in Elk Grove, CA.– Provide discretionary investment advisory services to help manage the current managed investment portfolio, currently valued at approximately $430M.– Provide credit analysis of investment instruments in portfolio of the investment firms portfolio.– Provide assurance of portfolio compliance with applicable policies, laws, the investment strategy, and the investment policy.– Evaluate market risk and develop strategies that adhere to the investment policy’s three objectives.– Provide monthly, quarterly and annual reporting on all managed funds.– Investment advisory firms for portfolio management services. – Ensure portfolio structure matches objectives.(2) All the questions must be submitted no later than July 10, 2026.(3) The contract period will be for five years.