Investment Advisory Services

The Vendor is required to provide managing and investing certain funds of agency and deploying the returns of those funds for economic development initiatives benefitting the communities of the City County.
- Provide for assisting the Authority with general financial analysis, advice and recommendation for investment decisions, and the establishment of financial goals that will apply to all the Authority's economic development programs and projects.
- The financial services being requested include, but are not limited to, the following:
•    Research investment options and recommend investment allocations for the authority to ensure the preservation and growth of the authority's funds, all in accordance with the authority's investment policy and applicable laws.
•    Assist with the amendment of the authority's investment policy to benefit from the new changes introduced by SB 26'052.
•    Review the investment policy of the authority on a regular basis and recommend changes to the city and the county, when necessary.
•    Develop a risk assessment to inform risk allocation and financial analysis.
•    Advise on preparation of materials (as needed) for interactions with board members, stakeholders, and the public.
•    Attend board and staff meetings in which financial matters are discussed.
•    Assist the authority during the performance of its oversight and reporting duties.