BANKING-9611 - USA (Albuquerque, New Mexico) - Fiduciary Investment Advisory Services - Deadline December 14,2026

(1) Vendor needs to provide fiduciary investment advisory services for the City's multi–account investment program to the government authority located in Albuquerque, NM.– The City retains full authority for portfolio management and trading decisions; the successful Offeror advises, analyses, recommends, and reports.– Services will include, but are not limited to: operating cycle cash flow forecasting supporting the bifurcation of the portfolio into Core and Liquidity components; risk tolerance assessment; strategic asset allocation using mean–variance optimization; custom benchmark construction; quarterly tactical asset allocation within approved risk bands; rebalancing; performance measurement, appraisal and attribution reporting; compliance testing against the City's Investment Policy Statement and statute; reconciliation to the City's custodian; Investment Policy Statement advisory; support to the Investment Oversight Committee; and trade execution assistance.