Investment Advisory Services
Overview
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SUMMARY
DESCRIPTION
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.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due August 7, 2026.
- Who is a good fit for this opportunity?
- Registered investment advisory firm with public-sector finance experience
- Expertise in governmental investment management and asset oversight
- Experience supporting depository selection and open market securities transactions
- Knowledge of refunding and defeasance escrow investment processes
- Strong market research and trade execution capabilities
- Familiarity with investment policy review and policy recommendation development
- Capacity to serve government agencies in Massachusetts or the greater Boston area
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
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.