Foothill/Eastern Transportation Corridor Agency Planet bids #K001653

Investment Advisory Services for Transportation Corridor Agencies' Fixed Income Portfolios

This opportunity involves the Foothill/Eastern Transportation Corridor Agency and the San Joaquin Hills Transportation Corridor Agency seeking professional investment advisory services for their fixed income portfolios. - Government Buyer: - Foothill/Eastern Transportation Corridor Agency - San Joaquin Hills Transportation Corridor Agency - Both are joint powers authorities formed by the County of Orange and cities in Orange County, California - OEMs and Vendors Mentioned: - Allied Solutions - Chandler Asset Management - Columbia Capital Management - JPMorgan - Meeder Investment Management - Mercer Investments - Modern Wealth Design - Mullis Insurance - Omnicap Group - Piper Sandler & Co. - PNC Bank - Sterling Capital Management - The Segal Company - U.S. Bancorp Asset Management - Wells Fargo Advisors - Products/Services Requested: - Investment Advisory Services for fixed income portfolios - Includes trade execution, systems, reporting, accounting, compliance, and back-office administrative services - Strategic advice for portfolio management (duration, yield curve, reserve management, sector allocation) - Unique/Notable Requirements: - Non-discretionary advisory model (advisor recommends, agency approves) - Compliance with California Government Code, agency investment policies, bond indentures, and cash flow needs - Advisor must interact with agency staff and boards - Active management of portfolios within corporate securities - No specific part numbers or quantities provided; scope is service-based.

Description

This Request for Proposals (RFP) issued by the Foothill/Eastern Transportation Corridor Agency and the San Joaquin Hills Transportation Corridor Agency seeks to engage a firm to provide Investment Advisory Services. The services include investment advisory, trade execution, systems, reporting, accounting, compliance, and back-office administrative services for managing fixed income portfolios. The selected advisor will work with agency staff and boards, providing strategic, actively managed portfolio advice aligned with agency goals. The agencies operate toll roads in Orange County, California, and manage investments under specific policies and bond requirements.

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