Investment Advisory Services - Q215-20

RFT ID Q215-20

RFT Type Open Tenders

Published 22-Jan-2020

Closes 20-Feb-2020 2:30pm

Category Investment advisers

Agency Canterbury-Bankstown Council

Contact Person

Cindy Tran
Phone: 02 9707 9046
tenderbox@cbcity.nsw.gov.au

Tender Details

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.

Location

NSW Regions: Far North Coast, Mid North Coast, New England, Central Coast, Hunter, Cumberland/Prospect, Nepean, Northern Sydney, Inner West, South East Sydney, South West Sydney, Central West, Orana/Far West, Riverina/Murray, Illawarra, Southern Highlands

RFT Type

Open Tenders - An invitation to tender by public advertisement with no restriction placed on who may tender. Tenderers will normally be required to demonstrate in their tender that they have the necessary skills, resources, experience, financial capacity, and in some cases licences, accreditations, etc., to fulfil the tender requirements.

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