(1) Vendor needs to provide investment advisor and consulting services to the government authority located in Mississippi.– Provide ongoing education to committee members and associated county staff, including fiduciary, legal and legislative updates pertaining to relevant retirement plans– Conduct a comprehensive review and analysis of investment policies, market trends, objectives, asset allocation and portfolio structure, and recommend changes if appropriate– Investment Oversight and Analysis– Analyze investments and make recommendations for investment menus– Provide on–going monitoring and oversight of investments to ensure compliance with all laws and regulations, and investment policies– Fee and Provider Benchmarking– Ancillary Services(2) All questions must be submitted no later than October 28, 2024.
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