The vendor is required to provide investment consulting services to the agency and its staff to assist in the active and passive internal and external management of its assets.
- All services listed below must be performed while exercising the standard of care described in this contract.
- Provide advice and assistance to the investments on portfolio analysis, investment planning, asset allocation, investment manager selections and evaluations, recommendations on legislation and statutory changes, and other such related investment consulting services as requested by the investments chief investment officer or designated staff.
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