№ files_lp_4_process_1_48050
RFP detailing Lone Star College System’s requirements for selecting an independent investment advisor to manage and consult on the institution’s $200 million investment portfolio, including procedures, timelines, and compliance obligations.
Year: 2014
Organization: Lone Star College System
Document type: Request for Proposal (RFP)
Subject: Investment advisory and consulting services
Location: The Woodlands, Texas, USA
Target audience: Registered investment advisors
Proposal deadline: November 3, 2014
Pre-proposal meeting: October 24, 2014
Contract period: Three years with two one-year renewal options
Investment portfolio size: $200,000,000
Regulatory compliance: SEC and Texas State Securities Board
Scope of services: Portfolio management, investment consulting, execution of securities transactions, review of investment policy
Price: 8 / 10 USD
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