Active SLED Opportunity · TEXAS · TEXAS
AI Summary
The City of Euless, Texas seeks qualified investment advisory firms to provide portfolio management, policy review, compliance monitoring, reporting, and audit assistance through an RFI process.
The City of Euless, Texas is seekinginformation from qualified investment advisory firms to assist in managing andproviding guidance on its investment portfolio (which includes general reserves),including but not limited to investment policy review and recommendations, cashflow analysis and investment structuring, ongoing portfolio strategy andinvestment recommendations, performance measurement and benchmarking,compliance monitoring (policy + state law), monthly/quarterly reporting,economic and market updates, and assistance with audits and reporting(including Annual Consolidated Financial Report - ACFR). This RFI is intendedto gather information and assess the capabilities, experience, and approach offirms.
SLED stands for State, Local, and Education. These are solicitations issued by state governments, counties, cities, school districts, utilities, and higher education institutions — as opposed to federal agencies.
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