Description
The University of Central Florida (UCF) is seeking qualified and experienced investment management firms to provide high-quality fixed income investment management services for designated University investment portfolios. The selected firms will manage assets in accordance with the UCF Investment Policy Manual and applicable Florida Statutes. The contract is expected to be for investment management services, which could be ongoing. Key responsibilities include development and implementation of portfolio investment strategy, portfolio construction and asset allocation management, selection and purchase of securities, ongoing monitoring and management of portfolio holdings, and performance measurement and benchmarking.
• The University has approximately $284 million available for its fixed income investment portfolio.
• The portfolio is structured as a working capital pool of funds, with four separate pools.
• The selected firms will provide fixed income investment management services for separately managed mandates within the fixed income portions of UCF Operating Pools II, III, and IV.
• The contract will include terms and conditions set forth in the ITN, unless UCF agrees to accept or negotiate certain terms and conditions.
• The contract will be awarded to the responsible Respondent(s) whose offer(s) represent the best interest to UCF, after evaluation in accordance with the criteria in the solicitation.