Investment Management Services
Overview
Settle Signals
Market intelligence for public sector sales teams
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.
SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
Request for Proposals Release Date: August 14th, 2026
Request for Proposals Advertised: August 16th, 2026
Question Submission Deadline: September 1st, 2026
Request for Proposals Due Date and Time: September 10th, 2026
Proposals Opening: September 10th, 2026
Anticipated Award of Contract: October 13th, 2026
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
City Of Prescott
DESCRIPTION
The City of Prescott, Arizona, is seeking investment management services to support its government investment portfolio and related financial decision-making. The selected provider will conduct economic and market research, including interest rate forecasts, yield curve analysis, and technical and fundamental market analysis.
The provider will assist with cash flow forecasting and maturity planning to maintain adequate liquidity while optimizing investment returns. Responsibilities will also include monitoring the creditworthiness of issuers, financial institutions, and portfolio investments; evaluating market and interest rate risk; recommending risk mitigation strategies; and providing ongoing credit analysis.
Additional services will include periodic portfolio stress testing and scenario analysis addressing changes in interest rates, market conditions, and cash flow assumptions. The provider will recommend strategies involving portfolio duration, callable securities, mortgage-backed securities, and other authorized investments based on current and anticipated market conditions. The contract period will be three years, and questions must be submitted by September 1, 2026.
Similar RFPs
Frequently asked questions
- When is the submission deadline?
- Submissions are due September 10, 2026. Questions must be submitted by September 1, 2026.
- Who issued this RFP?
- It was issued by City Of Prescott. The work is located in Prescott, Arizona, United States.
- Who is a good fit for this opportunity?
- Investment management firm with public-sector treasury and portfolio management experience
- Expertise in fixed-income securities, interest rate analysis, credit research, and liquidity planning
- Capability to perform portfolio stress testing, scenario analysis, and risk assessments
- Experience advising municipalities or government authorities on authorized investments
- Qualified financial professionals with strong market research and reporting capabilities
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.