Council is seeking Quotations from suitably qualified and experienced Consultants for independent investment advisory services, provide best practice investment strategy and advice on an optimal investment policy that complies with statutory requirements (Local Government Act 1993, Minister of LG Investment order), maximises return, and minimises risk for Council’s surplus funds. Council's investment portfolio forecast for 2019/20 is expected to be approximately $350-400 Million.
Council’s Cash Investment Policy sets out specific requirements of its investment adviser in relation to investment strategy, provision of ongoing advice, portfolio review and reporting.
Product manufacturers/distributors will be excluded from this process.
Please see section 3 for a detailed description of service required.
Additional Details / Instructions
Please note Council is now using APET for all electronic lodgements and lodging by NSW e-tendering will no longer be available.
If you're not already registered with Apet360. We strongly recommend that you register online with Apet360 upon downloading the tender documents from e-tendering.
The URL for electronic lodgement is http://360providers.apetsoftware.com.au/public/bankstownprod/publicjobs.aspx
Apet users guide has been attached to our documents for lodgement.
Address for Lodgement
Electronic lodgement at: http://360providers.apetsoftware.com.au/public/bankstownprod/publicjobs.aspx