From 110K+ entities monitored
Pre-RFP signals for
<div class='ecard'><div class='ecard-header'><div><div class='ecard-name'>Town of Simsbury</div><div class='ecard-meta'>County Government · CT</div></div><div class='ecard-header-right'><span class='badge badge-active'>Active Signal</span></div></div><div class='ecard-signals'><div class='signal-item'><div class='signal-title'>Board of Finance engages Investment Consultant for policy development</div><div class='signal-body-text'>The Town of Simsbury's Board of Finance is planning to engage an Investment Consultant to develop investment policy, optimize asset allocation, and manage manager searches and performance monitoring. This initiative directly aligns with providers of investment management, ETFs, and investment technology solutions. No RFP has been issued; this is pre-solicitation intelligence.</div></div><div class='signal-item'><div class='signal-title'>Simsbury optimizes investment performance through professional asset allocation</div><div class='signal-body-text'>The Town of Simsbury's Board of Finance must establish governance controls and performance benchmarks to ensure fiduciary accountability and regulatory compliance across its investment portfolio. By engaging an Investment Consultant, the municipality addresses the critical need for independent oversight and documented decision-making that protects taxpayer assets and demonstrates prudent stewardship.</div></div></div><div class='ecard-contacts'><div class='ecard-contacts-label'>Key Contacts · 5 verified by Pursuit</div><div class='contact-list'><div class='contact-row'><div class='contact-info'><span class='contact-name'>Amy Meriwether</span><span class='contact-title'>Director of Finance/treasurer</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Melissa Appleby</span><span class='contact-title'>Budget Director</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Kelsey Chamberlain</span><span class='contact-title'>Deputy Finance Director</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Sean Askham</span><span class='contact-title'>Board Member</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Eric Wellman</span><span class='contact-title'>Board Member</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div></div></div><div class='ecard-footer'><a class='ecard-source-link' href='https://www.simsbury-ct.gov/DocumentCenter/View/27814/FY27-Adopted-Budget---Approved-at-Referendum#page=246' target='_blank'>View source · 2026-07-01</a><span class='ecard-timing'>⏱ Pre-RFP — no solicitation issued</span></div></div>
<div class='ecard'><div class='ecard-header'><div><div class='ecard-name'>City of Antioch</div><div class='ecard-meta'>County Government · CA</div></div><div class='ecard-header-right'><span class='badge badge-hot'>High Intent</span></div></div><div class='ecard-signals'><div class='signal-item'><div class='signal-title'>City Council to adopt Investment Policy with ESG practices</div><div class='signal-body-text'>The City of Antioch is considering adoption of a Statement of Investment Policy that incorporates Socially Responsible Investing and Environmental, Social, and Governance (ESG) practices. This initiative creates demand for investment management solutions, ESG-focused ETFs, and investment technology platforms that support responsible investing strategies. No RFP has been issued; this is pre-solicitation intelligence.</div></div><div class='signal-item'><div class='signal-title'>Optimize municipal investment returns through modern technology solutions</div><div class='signal-body-text'>The City of Antioch must align its investment portfolio with fiduciary standards while meeting stakeholder expectations for responsible capital deployment, creating operational pressure to formalize governance frameworks. Adopting a structured investment policy reduces compliance exposure and positions the city to demonstrate fiscal accountability to residents and oversight bodies.</div></div></div><div class='ecard-contacts'><div class='ecard-contacts-label'>Key Contacts · 5 verified by Pursuit</div><div class='contact-list'><div class='contact-row'><div class='contact-info'><span class='contact-name'>Jorge Rojas</span><span class='contact-title'>City Treasurer</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Dawn Merchant</span><span class='contact-title'>Finance Director</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>James Lewis</span><span class='contact-title'>Finance Director</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Bessie Marie Scott</span><span class='contact-title'>City Manager</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Lori Ogorchock</span><span class='contact-title'>Councilmember</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div></div></div><div class='ecard-footer'><a class='ecard-source-link' href='https://www.antiochca.gov/AgendaCenter/ViewFile/Agenda/_06232026-2509?packet=true#page=603' target='_blank'>View source · 2026-06-23</a><span class='ecard-timing'>⏱ Pre-RFP — no solicitation issued</span></div></div>
<div class='ecard'><div class='ecard-header'><div><div class='ecard-name'>City of Hannibal</div><div class='ecard-meta'>County Government · MO</div></div><div class='ecard-header-right'><span class='badge badge-hot'>High Intent</span></div></div><div class='ecard-signals'><div class='signal-item'><div class='signal-title'>Policemen and Firemen Retirement Fund seeking Investment Management proposals</div><div class='signal-body-text'>The City of Hannibal, Missouri Policemen and Firemen Retirement Fund is seeking proposals for Investment Management services, with their current provider invited to compete. This initiative requires investment management expertise, ETF capabilities, and investment technology solutions to support the fund's portfolio. No RFP has been issued yet; this is pre-solicitation intelligence.</div></div><div class='signal-item'><div class='signal-title'>Retirement fund modernizes portfolio with advanced ETF technology</div><div class='signal-body-text'>The City of Hannibal's competitive bidding process signals an opportunity to improve fund performance and reduce fiduciary risk through enhanced portfolio management. By evaluating alternative providers, the retirement fund aims to optimize returns and operational efficiency for police and fire personnel beneficiaries.</div></div></div><div class='ecard-contacts'><div class='ecard-contacts-label'>Key Contacts · 3 verified by Pursuit</div><div class='contact-list'><div class='contact-row'><div class='contact-info'><span class='contact-name'>Bianca Quinn</span><span class='contact-title'>Finance Director</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Andrew Dorian</span><span class='contact-title'>Director of Central Services</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Jessica Rosenkranz</span><span class='contact-title'>Fiscal Management Assistant</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div></div></div><div class='ecard-footer'><a class='ecard-source-link' href='https://hannibal-mo.gov/wp-content/uploads/2026/05/PF-Pension-RFP.pdf#page=1' target='_blank'>View source · 2026-07-17</a><span class='ecard-timing'>⏱ Pre-RFP — no solicitation issued</span></div></div>