Description
The City of Boston is seeking a consultant to provide investment consulting services for its trust funds. The consultant's responsibilities will include recommending general investment policies and procedures, preparing annual asset allocation plans, attending trustee board meetings, performing general research and analysis, and providing advice on specific matters relating to the administration and operation of the trust funds. The contract will have a term of three years with an option to renew and extend for two additional years.
• The consultant will be responsible for preparing quarterly reports evaluating the performance of trust funds portfolios and evaluating public market strategies.
• The consultant will provide quarterly performance analysis and oversee and evaluate the performance of investment managers.
• The consultant will assist with the selection of investment managers and custodial institutions.
• The consultant will prepare and provide monthly executive summary reports evaluating the performance of trust funds portfolios.
• The consultant will provide supplemental services related to the management of funds as may be presented in the response to the RFP and accepted at the time of contract.