SLED Opportunity · CALIFORNIA · CITY OF SIGNAL HILL
AI Summary
City of Signal Hill seeks investment management and advisory services for a $107M portfolio, including portfolio management, reporting, policy compliance, and market analysis under a 3-year contract with extension options.
· Discretionary Portfolio Management: Daily management and execution of trades for adesignated core segment of the City’s approximately $107 million investment portfolio.· Strategic Reporting: Provision of monthly performance reports and presentations to the CityCouncil.· Policy Compliance: Annual review and update recommendations for the City’s InvestmentPolicy to ensure compliance with the California Government Code.· Market Analysis: Continuous monitoring of economic conditions and credit-worthiness ofinvestment holdings. Pre-Bid Meeting Information: No Online Q&A: Yes Location Information: Department: Finance Department Address: 2175 Cherry AveSignal Hill, California90755 County: Los Angeles Other Details: The City is seeking a three (3)-year contract with the option to extend for two additional one-year terms at the City’s sole discretion. The City shall invest public funds in such manner as to comply with state and local law, and meet the objectives of the Investment Policy, in priority order of Safety, Liquidity and Yield on Investment.
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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