Request for Proposal Investment Manager Service
- This RFP had a pre-bid event.
The County Community College District ("College" or "District") is seeking proposals from qualified firms for Investment Management Services.
The "Successful Respondent" will demonstrate extensive experience and superior capability for providing investment management services. The "Successful Respondent" will assist the District in the ongoing process of investment review and compliance and asset allocation decisions. Specifically, the "Successful Respondent" will assist the District with and/or provide:
A. Strategic planning with respect to the asset allocation
B. Performance monitoring and reporting
C. Education of the Investment Committee with respect to investments, trends, market conditions and strategies
D. Development of internal staff capabilities with respect to investments
E. Access to all due diligence reports
F. Management of the funds in accordance with District, State, and Federal guidelines
G. Other investment management services as required by the District
