New Hampshire Bids > Bid Detail

RFP #02-20-06 - Investment Advisory and Reporting Services for Trust Funds and Capital Reserves

Agency: Keene
Level of Government: State & Local
Category:
  • R - Professional, Administrative and Management Support Services
Opps ID: NBD12325106986834921
Posted Date: Jan 9, 2020
Due Date: Feb 13, 2020
Solicitation No: RFP #02-20-06
Source: https://ci.keene.nh.us/finance...
Title Start Date End Date Addendums
RFP #02-20-06 - Investment Advisory and Reporting Services for Trust Funds and Capital Reserves
The City of Keene, NH is requesting proposals from qualified firms interested in providing investment advisory and reporting services for the City’s Trust and Capital Reserve Funds. The Advisor will be required to manage the investments of the City’s Trust and Capital Reserve Funds including recommending procedural changes, investment selection and disposition in accordance with the laws of the State of New Hampshire and the investment policies and procedures established by the City. The City expects its Advisor to be highly experienced in the management of investments for municipal trust and capital reserve funds, and able to provide comprehensive cash management, reporting and investment advisory services. The Advisor should have a demonstrated track record of generating superior returns on a risk adjusted basis. Currently, the City has 16 capital reserve funds established by the City Council with a market value of almost $13 million, and 46 individual trusts that include perpetual care and cemetery funds, charitable trusts and privately donated funds with a total market value in excess of $10 million.
Jan 09, 2020 Feb 13, 2020 No Addendums

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