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A government authority in Boston, Massachusetts is seeking a qualified vendor to provide investment advisory services related to the management and oversight of its financial assets. The selected firm will support the agency in reviewing its investment activities and advising on strategies and practices related to asset oversight.
Services include assisting with the selection of a depository for agency assets not held by a bond trustee, providing market research, and executing investment trades under the direction of the agency. The vendor may also serve as, or help select, a bidding agent for agency investments involving open market securities for refunding or defeasance escrows. In addition, the firm will review the agency’s investment management policy and make recommendations for improvement.
Analysis generated by Settle AI from the source RFP.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.