Fiduciary Investment Advisory Services
City of Albuquerque > Department of Finance and Administrative Services > Purchasing Division
Original Solicitation Links
RFP-2027-819-DFA-ID
]fiduciary investment advisory services
Contact
Submission Instructions
Description
The City seeks a fiduciary investment advisor for its five-portfolio investment program, with an aggregate market value of approximately $1.19 billion as of June 30, 2026. The engagement is non-discretionary: the City retains portfolio-management and trading authority, and the advisor may not take custody of City assets. Services include operating-cycle cash-flow forecasting; risk assessment and strategic and tactical asset allocation; custom benchmark construction; portfolio monitoring and rebalancing recommendations; performance measurement and attribution; compliance testing; investment-policy advice; reconciliation; and trade-execution assistance. The advisor must also support the City's Investment Oversight Committee, provide education and staff training, and prepare recurring and annual reports. Proposals must include separate Technical and Cost Proposals. The Technical Proposal must address the firm's relevant public-sector investment advisory experience, proposed approach, management and staffing, conflicts, and required registrations. Current Form ADV Parts 1, 2A, and 2B, a Pay Equity Reporting Form, and a statement or evidence of ability to meet the stated insurance requirements are also specified. The contract is anticipated to run for five years, with three one-year extensions; the advisor is expected to attend quarterly committee meetings on site.
Classification Codes
Smart Codes
Specifications
Timeline
Join WebexRequirements
- Commercial General Liability — $2,000,000.00
- Products Liability/Completed Operations — $1,000,000.00
- Personal and Advertising Injury — $1,000,000.00
- Medical Payments — $5,000.00
- Professional Liability — $1,000,000.00
- Workers' Compensation
- Minimum 3 references
- Client point of contact required for each reference
Documents
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