Investment Management Services

1. Expired 13 years, 42 weeks and 4 days ago

The State desires to enter into a definitive agreement contract with a financial institution (respondent or firm) for the purpose of providing investment management services to the State.
The State currently utilizes five (5) investment managers and a total of seven (7) investment accounts. There are two types of investment accounts, as follows:

Liquidity accounts (with investment horizons of up to two years). Liquidity and
safety of principal are the chief investment objectives.
Intermediate accounts (with investment horizons of up to ten years). Safety of
principal and return on investment are the chief investment objectives.

• Professional Services
• Financial