Investment Advisory Services
Location:
New York, New York, United States
Posted on:
Deadline:
Summary:
A New York government authority seeks investment advisory services, including portfolio analysis, reporting, and long-term strategic recommendations.
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A government authority in New York is seeking a qualified vendor to provide comprehensive investment advisory services. The consultant will deliver a wide range of financial investment and advisory solutions, including necessary labor and materials to fulfill all requirements. Responsibilities include reviewing the suitability of current investment benchmarks, assessing investment performance against appropriate benchmarks, and analyzing performance for each asset class.
The selected firm will provide written monthly performance analyses and quarterly investment reports detailing individual portfolio performance as well as aggregate asset class results. The consultant will recommend long-term investment strategies, evaluate the potential benefits of active and passive management approaches, and support portfolio management activities by recommending corrective actions as market conditions change. Additional tasks involve competitive solicitation and documentation of investment bids, reporting on gains and losses, interest accruals, data transfers, account reconciliations, and compiling trade tickets.
The contract is set for a one-year term. Vendors must submit all questions regarding this opportunity by May 1, 2026.
Best-fit vendors:
• Established investment advisory firm with experience serving government clients
• Expertise in portfolio management and performance benchmarking
• Strong reporting and analytics capabilities
• Familiarity with active and passive investment strategies
• Licensed and registered to operate in New York
