Public Equity Investment Advisory Services

The Vendor is required to provide public equity investment advisory services to the agency.
- Advisor shall provide public equity investment advisory services to construct, maintain, and monitor an investment portfolio that is consistent with and integrated into agency investment policy statement.
- Advisor shall:
•    Provide information, research, and analysis that may be of benefit to agency;
•    Monitor portfolio performance against the designated benchmark(s);
•    Provide monthly, quarterly and annual quantitative and qualitative assessments of the portfolio;
•    Report timely on key events that may impact the portfolio’s value such as market changes, geopolitical, personnel, or regulatory changes;
•    Attend agency board meetings, investment advisory committee meetings and/or legislative hearings, as requested; and
•    Maintain regular communication with the chief investment officer, managing director of public equity and/or the external advisor team, including telephone and onsite consultations and assistance, as required by agency.

- Contract Period/Term: 3 years