The purpose of the Request for Proposal (RFP) is to solicit proposals from firms to advise and assist the University in the investment of funds. Manage operating funds in a portfolio according to the University's investment policy. Execute securities purchases and/or sales with approved broker/dealers in accordance with the University's approved investment policy. Provide monthly reports which include detailed holdings including accrued interest, amortized cost security ratings and market values, transaction details, earnings and portfolio summary statistics. Provide quarterly investment reports including a description of market conditions, investment strategies, performance and suggested changes of investment strategy.
