Overview
San Mateo County Employees’ Retirement Association (SamCERA) is embarking on a custodian bank search to determine which firm can best fit SamCERA’s current needs. The objective of this Request for Proposal (RFP) is to solicit proposals from vendors that can provide requested services that include, but are not limited to asset safekeeping, accounting, securities settlement, cash management, corporate actions, class actions and proxy processing, securities lending, performance and risk analytics, and miscellaneous system queries and reporting requirements.
