BANKING-9335 - USA (San Diego, California) - Investment Advisory and Portfolio Management Services - Deadline October 19,2026

(1) Vendor needs to provide investment advisory and portfolio management services to the government authority located in San Diego, CA.1. Investment portfolio management:– Investment strategy recommendations.– Portfolio allocation and investment recommendations.– Cash flow, maturity, and liquidity analyses.– Credit surveillance and risk management analyses.– Benchmark and performance measurement recommendations.– Periodic portfolio diversification and duration reports.2. Reporting, compliance, and advisory support:– Monthly investment reports.– Quarterly investment reports and presentations.– Annual portfolio and compliance report.– Board and committee presentation materials.– Investment policy review, as requested.– Market outlook and economic commentary.– Governance, audit, and compliance support materials.(2) All question must be submitted no later than September 23, 2026.(3) A contract period will be for five years.