1. Provision of Investment Advisory services to Melton City Council with the main goal of maximising the return from investments that are allowed within the parameters of the Local Government Act including sections 143 and 193.

2. Development of an Investment Policy, in order to establish a clear roadmap for future investments of reserve and provide clear direction of the below;
* Investment Philosophy
* Investment Objectives
* Investment Governance
* Investment Allocation
* Investment Selection

3. Comprehensive reporting on the performance relative to objectives, portfolio valuation, threshold risk management and ensuring compliance to Investment Policy.

Ongoing service to include Council and Committee updates, regular Fund Manager and markets commentary and investment market outlook.

Tenders close at 5.00 pm on Wednesday 7 August 2019