RFP 902732 County of Alameda Treasury Pool Evaluation Services

The County of Alameda is seeking a consultant to conduct a comprehensive evaluation of the County Treasurer's Investment Pool. The evaluation must cover at least the previous five years and assess the Pool's historical performance, governance practices, benchmarking methodologies, and reporting practices. The consultant will provide recommendations for improvement and identify best practices for public investment pools. The scope of work includes evaluating investment decisions, performance benchmarks, reporting practices, and governance structures. The consultant will also review the County's Ethical Investment Policy and provide advisory services related to its implementation. • The evaluation must include an assessment of the Pool's historical performance, including investment decisions and peer review comparisons. • The consultant must evaluate the current and prior benchmarks used by the County Treasurer and recommend industry best practices for benchmarking public investment pools. • The consultant must review the County Treasurer's reporting practices and provide recommendations for improvement. • The consultant must evaluate the governance structures used by peer groups, including governance models and the use of third-party investment advisors. • The consultant must provide recommendations for implementing the Ethical Investment Policy and identify methodologies for screening and selecting investments.