Investment Management Services
Overview
Fit Score
Settle Intelligence
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SUMMARY
DESCRIPTION
The State of Delaware, through a government authority in Dover, seeks a qualified vendor to provide investment management services for its cash management portfolio. The selected investment management firm will be responsible for delivering fixed-income investment management services and comprehensive reporting to support the portfolio's administration.
In addition to managing investments, the provider will offer ongoing strategic insight to the Board, assisting them in balancing the State's three primary investment objectives: safety, liquidity, and yield. Regular communications and thorough reporting are required to ensure transparency and facilitate effective oversight of the portfolio's performance.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.