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A government agency in New York issued “Broker, Investment Advisor and Custodial Services” (RFP). Solicitation BANK-0338 closed on May 19, 2026. Eligibility: Only for USA Organization. Submissions via Not provided.
The Vendor is required to provide broker, investment advisor and custodial services for the authority’s (14) investment accounts with a value of $91 million as of December 31, 2025.
- Investment advisory services include acting as investment advisor and broker and providing custodial services for authority specified investment accounts over the next five (5) years.
- Requirement:
• Investment strategy development: provide recommendations on the authority’s overall investment strategy, including asset allocation, risk management, and diversification.
• Portfolio management: assist in the management of investment portfolios to meet the objectives of the authority.
• The advisor will provide ongoing monitoring of portfolio performance, rebalancing, and adjustments as necessary.
• Investment policy compliance: ensure that all investments comply with state laws, the authority’s investment policies, and any applicable regulations.
• Reporting and performance measurement: provide detailed reports on portfolio performance, including risk and return metrics, asset allocation, and compliance with stated investment goals.
• Risk management and due diligence: conduct regular risk assessments and ensure that investments adhere to established risk management guidelines.
• Assist in the selection and due diligence of investment products that comply with our investment policy.
• Market insights and education: provide market analysis, economic outlooks, and investment-related educational services to the authority’s staff as needed.
• Custodial services: provide a secure environment for authority funds.
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Quick answers about deadlines, eligibility and submission for this solicitation.
No. This opportunity (BANK-0338) closed on May 19, 2026. See similar open RFPs below.
A government agency in New York. The buyer's contact and submission details are in the solicitation documents.
Only for USA Organization.
Submissions are accepted via Not provided. Follow the instructions in the solicitation documents.
Contract term: 5 years.
Questions and inquiries must be submitted by May 8, 2026.
Yes. After purchase, with a subscription or during a free trial, the RFPPlanet AI Assistant answers questions sourced from this RFP’s documents, such as requirements, evaluation criteria and key dates.
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