Investment Management Services

Location: California
Posted: Feb 7, 2025
Due: Mar 7, 2025
Agency: City of Palo Alto
Type of Government: State & Local
Category:
  • R - Professional, Administrative and Management Support Services
  • Z - Maintenance, Repair or Alteration of Real Property
Publication URL: To access bid details, please log in.


Project ID:

Title: Investment Management Services

Addenda: 0

Release Date: 2/7/2025

Due Date: 3/7/2025

Post Information
Posted At:Fri, Feb 7, 2025 8:17 AMSealed Bid Process:Yes (Bids Sealed / Pricing Sealed)Private Bid:No
Overview
Summary

The City of Palo Alto is seeking proposals from qualified firms to provide investment management services for its $0.6 billion investment portfolio. Currently, the City internally manages its investment portfolio which is composed of U.S. Agency and Treasury, municipal, state, U.S. Corporate, supranational, and negotiable certificate of deposit instruments. City is seeking a three year proposals.

Timeline
Release Project Date:
February 7, 2025
Question Submission Deadline:
February 26, 2025, 1:00pm
Proposal Submission Deadline:
March 7, 2025, 3:00pm
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* Disclaimer: Information regarding bids, requests for proposals (RFPs), or requests for qualifications (RFQs) is provided on this website only for convenience and does not constitute official public notice. Persons wishing to respond to or inquire about bids, RFPs, or RFQs should contact the appropriate government department.