Texas DIR/ESBD #04022026

City of Euless Seeks Investment Advisory Services Information

The City of Euless, Texas is seeking information from qualified investment advisory firms to support management of its investment portfolio and general reserves. - Government Buyer: - City of Euless (M7207), Texas - Scope of Services Requested: - Investment policy review and recommendations - Cash flow analysis and investment structuring - Ongoing portfolio strategy and performance measurement - Benchmarking and compliance monitoring with municipal policy and state law - Regular reporting, economic and market updates - Assistance with audits and the Annual Consolidated Financial Report (ACFR) - OEMs and Vendors: - No specific OEMs or vendors are named in this RFI - Unique or Notable Requirements: - Providers must comply with Texas state law and the City's investment policy - Support for audit and financial reporting processes is required - The RFI is for information gathering to assess provider capabilities and approaches

Description

The City of Euless, Texas is seeking information from qualified investment advisory firms to assist in managing and providing guidance on its investment portfolio, including general reserves. The scope of work includes investment policy review and recommendations, cash flow analysis, investment structuring, ongoing portfolio strategy, performance measurement, benchmarking, compliance monitoring with policy and state law, reporting, economic and market updates, and assistance with audits and reporting such as the Annual Consolidated Financial Report (ACFR). This Request for Information aims to gather details on the capabilities, experience, and approach of interested firms to better understand potential service providers.

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