The vendor is required to provide investment management services firm to manage the university’s financial assets as well as the assets of its foundation.
- A concurrent responsibility of the management of the funds is the thoughtful investment of trust fund monies.
- The objective is to establish and maintain an investment portfolio for the University’s cash flow requirements and principal growth of certain fund balances.
- The university’s cash management and investment policy is to provide safety of principal, liquidity for operating needs, return on investment, and diversification of risk.
- Contract Period/Term: 2 years