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01/24/2020REQUEST FOR PROPOSAL OPERATING FUND INVESTMENT ADVISOR CONSULTANT SERVICE FOR ARIZONA STATE UNIVERSITY RFP 332001 DUE: 3:00 P.M., MST, 02/28/2020Deadline for Inquiries3:00 P.M., MST, 02/05/2020Time
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01
Gather all necessary financial information and documentation such as bank statements, income statements, balance sheets.
02
Determine the investment goals and risk tolerance of the operating fund.
03
Research and evaluate different investment advisors and their track records.
04
Schedule meetings or consultations with potential investment advisors to discuss their services and investment strategies.
05
Compare the fees and charges associated with each advisor.
06
Select the most suitable investment advisor based on their experience, expertise, and alignment with the operating fund's objectives.
07
Complete any necessary paperwork or contracts to officially engage the chosen investment advisor.
08
Continuously monitor and review the performance of the operating fund and the investment advisor's strategies to ensure alignment with goals.
09
Make any necessary adjustments or changes to the investment strategy if the operating fund's needs or market conditions change over time.

Who needs operating fund investment advisor?

01
Operating fund investment advisors are needed by organizations or individuals who have operating funds that need to be managed or invested.
02
This can include businesses, non-profit organizations, government entities, and individuals with significant financial assets.
03
These advisors can provide professional guidance, expertise, and financial management services to optimize the investment and growth of operating funds.
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An operating fund investment advisor is a financial professional or firm that provides investment advisory services specifically for managing the investment funds of an organization or entity, particularly those involved with operating funds.
Entities that act as investment advisors for operating funds, including both individual advisors and firms managing investment strategies for organizations, are typically required to file as operating fund investment advisors.
To fill out the operating fund investment advisor form, one must provide detailed information about the advisor's business structure, investment strategies, client information, compliance practices, and relevant financial data as required by the regulatory body.
The purpose of operating fund investment advisor is to ensure that investment advisors are registered, comply with regulations, and provide transparency and assurance to clients regarding their investment practices and strategies.
Information that must be reported includes the advisor's background, investment strategies, fees, performance data, regulatory disclosures, and any disciplinary history.
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