Investment Management and Advisory Services
Location:
Santa Clarita, California, United States
Posted on:
Deadline:
Summary:
The City of Santa Clarita, California seeks a firm to manage and advise on a $500 million investment portfolio, including portfolio oversight, reporting, policy review, and market analysis for a three-year term.
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A government authority located in Santa Clarita, California is seeking a qualified vendor to provide investment management and advisory services for an approximately $500 million investment portfolio. The selected firm will be responsible for the comprehensive management of the investment portfolio, including monitoring the creditworthiness of financial institutions and investments, evaluating market risk, and developing strategies to minimize portfolio impact.
Key duties include preparation of reports, graphs, and tables for the monthly treasurer's report, conducting technical and fundamental market research such as yield curve analysis, and providing interest income estimates and forecasts to support budget planning. The contractor will annually review and recommend amendments to the investment policy and provide ongoing credit analysis of investment instruments held. The initial contract period is slated for three years, with all questions related to the RFP due by April 24, 2026.
Best-fit vendors:
• Registered investment advisory firms with government portfolio management experience
• Demonstrated expertise handling large public sector investment portfolios ($100M+)
• Ability to provide in-depth market research and thorough credit analysis
• Strong reporting capabilities for public finance clients
• Experience with California municipal or governmental entities
