Click here to visit directly to questions and answers (below the notice). ISSUANCE: The Obtain Proposals will be released on April 27, 2018. Those interested in obtaining a duplicate may gain access to and download the document from the State Treasurer’s website starting April 27, 2018 by clicking here. PROPOSAL DEADLINE AND TIME: Proposals must be received no later than 3:00 PM MOUNTAIN STANDARD TIME on May 18, 2018. Proposals following this date will not be accepted. Q: How many copies of the proposal are necessary for submission?
A: Five copies of the proposal will be needed. Note that your firm’s proposal must be covered and labeled externally of the package to point it is a reply to the Investment Management Advisory Services RFP. Q: Can the brand new Mexico STO pleases confirm the fees being charged by the incumbent advisor?
Q: May we demand a duplicate of the portfolios, including cost basis in EXCEL format? A: Preference is to employ an advisor who has experience managing similar types of resources as those handled by the State Treasurer’s Office. As cash flows are an important thought, a liquidity component can be an essential piece of the entire management strategy.
The consultant must be able to provide suggestions, observations and general oversight as to the holdings in the portfolios, considering the NM condition statutes, the STO Investment Policy, liquidity needs and overall levels of risk inherent in the investments. Q: Could you provide a test of your quarterly report from your …