Investment Management and Advisory Services

The government authority in Boston, MA, requires investment management and advisory services. The vendor will serve as a general resource for information, advice, and training on fixed income securities and investments. The vendor will collaborate with agency staff and cash flow consultants to align investment strategy with agency cash requirements. Services include providing monthly and quarterly statements of investment activity, earnings, and value, suggesting investment strategies to improve return performance, and furnishing standardized electronic trade files for all executed transactions. The contract period is three years, and performance will be offsite. Eligibility is restricted to US organizations only. Proposals are requested, and all questions must be submitted by August 26, 2026. Responses can be submitted digitally via email or online.