Investment Management Services

Project Information

Bid Title: Investment Management Services
Issuing Agency: City of Palo Alto
Location: California
Published Date: Feb 7, 2025
Closing Date: Mar 7, 2025
Government Level: State & Local
Status: Closed
Original Source: Join to Access Full Details
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Project Description: 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
Commodity Codes: NAICS 523930Investment Advice
NAICS 541611Administrative Management and General Management Consulting Services

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