Investment Management Services
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
KEY REQUIREMENTS
BUDGET
EstimateIssuing Agency
Segal Marco Advisor
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
A government authority in Massachusetts is seeking a vendor to provide investment management services, with a particular emphasis on the fiduciary oversight of designated funds. The selected investment manager will be responsible for serving the Board in this capacity, meeting with the Board at regular intervals, and delivering portfolio reports at least quarterly.
Vendors should demonstrate a proven ability to analyze and monitor financial markets, and should have a track record of successful management of open–end infrastructure portfolios. Organizations must possess a clear and demonstrable understanding of the infrastructure market, demonstrate organizational strength and stability, and offer competitive rates for their services. The contract duration is set for one year.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.