Investment Advisory Services
Tender ID: 410849
Tender Details
Tender Description
Council is seeking Quotations from suitably qualified and experienced Consultants for independent investment advisory services, provide best practice investment strategy and advice on an optimal investment policy that complies with statutory requirements (Local Government Act 1993, Minister of LG Investment order), maximises return, and minimises risk for Council’s surplus funds. Council's investment portfolio forecast for 2019/20 is expected to be approximately $350-400 Million.
Council’s Cash Investment Policy sets out specific requirements of its investment adviser in relation to investment strategy, provision of ongoing advice, portfolio review and reporting.
Product manufacturers/distributors will be excluded from this process.
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