Investment Policy and Strategy Guidelines Services
Location:
Del Rio, Texas, United States
Posted on:
Deadline:
Summary:
The City of Del Rio, Texas is seeking a vendor to develop and maintain its investment policy and strategic guidelines, focusing on safety, liquidity, trust, and yield.
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The City of Del Rio, Texas seeks a vendor to provide services related to investment policy and strategy guidelines for its municipal finances. The selected company will help establish policies that prioritize the goals of safety, liquidity, public trust, and yield for all investment activities, ensuring that the city's investments are managed responsibly and effectively.
The scope includes annual review and adoption of investment strategies and policies, creation of appropriate portfolio structures to minimize volatility during economic cycles, and maintenance of security marketability to assure investments can be liquidated when needed. Vendors must devise distinct strategies for operating funds, commingled pools, debt service funds, and debt service reserve funds, each with objectives tailored to liquidity, revenue generation, and risk management.
Questions regarding this RFP must be submitted by March 18, 2026.
Best-fit vendors:
• Expertise in public sector investment policy development
• Proven track record in municipal or government finance consulting
• Familiarity with Texas public finance regulations
• Experience in portfolio strategy and risk management
• Ability to provide ongoing annual review and advisory services
