Search results for: investment or portfolio or advisor

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  • RFI #23-334 - Investment Portfolio Management Software

    Type : Bid Notification
    Due : 20 Dec, 2022 (in 16 days)
    Posted : 3 days ago
    Started : 15 Nov, 2022 (18 days ago)

    The Procurement & Contracting Office is issuing this Request for Information (RFI) on behalf of the Finance Division to gather information related to investment portfolio management software. The project’s intention is to gather information on investment portfolio management software systems available.

    From: Frederick (County)
  • Investment Consulting Services

    Type : Bid Notification
    Due : 05 Dec, 2022 (in 1 day)
    Posted : 7 days ago
    Started : 25 Nov, 2022 (8 days ago)

    Sources Sought Notice to identify potential vendors capable of providing Investment Consulting Services (ICS) to the Department of Energy (DOE), Office of the General Counsel, Office of Standard Contract Management (OSCM) regarding strategy and investments in the Nuclear Waste Fund (NWF or ‘the Fund’). See attachments 1.Performance Work Statement 2.

    From: Federal Government (Federal)
  • Investment Advisory Services

    Type : Bid Notification
    Due : 09 Dec, 2022 (in 5 days)
    Posted : 19 days ago
    Started : 13 Nov, 2022 (20 days ago)

    provide non-discretionary portfolio management services for the City’s investment portfolio.

    From: City of Frisco (City)
  • Enterprise Portfolio and Project Management Solution

    Type : Bid Notification
    Due : 21 Dec, 2022 (in 17 days)
    Posted : 23 days ago
    Started : 09 Nov, 2022 (24 days ago)

    Solicitation Name : Enterprise Portfolio and Project Management Solution Solicitation ID : SRC0000002841 Summary : The Department of Administrative Services (DAS), Office of Information Technology (OIT), Investment and Governance Division (IGD) is seeking Proposals for an integrated Enterprise Portfolio and Project Management (EPPM) Solution.

    From: Ohio (State)
  • City of Chula Vista Non-Discretionary Investment Portfolio Management Services

    Type : Bid Notification
    Due : 10 Jan, 2023 (in 1 month)
    Posted : 8 days ago
    Started : 23 Nov, 2022 (10 days ago)

    The City desires to contract for services with a firm registered with the Securities and Exchange Commission (SEC) under the Investment Adviser’s Act of 1940 who will present performance numbers in accordance with the CFA Institute’s Global Investment Performance Standards (GIPS).

    From: Chula Vista (City)
  • RFP #22.0116 Investment Attraction Website

    Type : Bid Notification
    Due : 06 Dec, 2022 (in 2 days)
    Posted : 21 days ago
    Started : 10 Nov, 2022 (23 days ago)

    The County is seeking proposals from experienced and qualified proponents for the provision of a new stand-alone investment attraction website, including website design, content management system, hosting services, and technical support. The investment attraction website shall enable the County to reach our niche target audience of regional, national and international investors.

    From: MerX (Federal)
  • 2023 Prof Services - Municipal Advisor (Financial)

    Type : Bid Notification
    Due : 06 Dec, 2022 (in 2 days)
    Posted : 21 days ago
    Started : 11 Nov, 2022 (22 days ago)

    In addition, the role of the Municipal Advisor is to serve as the Township’s consultant on debt financing projects, provide independent financial advice and serve solely at the interest of the Township and manage the bond financing process and negotiate key points to accomplish the Township’s objectives. The Municipal Advisor will also serve as Dissemination Agent. Responsible for providing annual continuing disclosure compliance services.

    From: Cherry Hill (Town)
  • RFI Project & Portfolio Management

    Type : Bid Notification
    Due : 19 Dec, 2022 (in 16 days)
    Posted : 2 months ago
    Started : 28 Sep, 2022 (2 months ago)

    RFI Project & Portfolio Management Bid Number: 3000020017 Date Issued: 09/28/2022 Bid Open Date/Time: 12/19/2022 5:00:00 PM CT Original: https://wwwcfprd.doa.louisiana.gov/osp/lapac/agency/pdf/8021700.pdf

    From: Louisiana (State)
  • General Trades On Demand Services and Repairs - Portfolio Wide

    Type : Bid Notification
    Due : 08 Dec, 2022 (in 4 days)
    Posted : 15 days ago
    Started : 15 Nov, 2022 (18 days ago)

    General Trades On Demand Services and Repairs - Portfolio Wide Project Description :OCH is seeking to prequalify various skilled trades and general contractors to develop standing offer agreements. The work includes various on demand residential maintenance repairs and services, valued at less than $10,000 per job.

    From: MerX (Federal)
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