From 110K+ entities monitored
Pre-RFP signals for
<div class='ecard'><div class='ecard-header'><div><div class='ecard-name'>City of San Clemente</div><div class='ecard-meta'>County Government · CA</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'>Evaluating portfolio performance and establishing pension investment benchmarks</div><div class='signal-body-text'>The City of San Clemente is actively discussing its investment and pension policies, seeking to evaluate portfolio performance, establish benchmarks, and review existing frameworks. This initiative aligns with providers of life insurance, investment, retirement, and advisory services that can support pension risk management and asset allocation strategies. No RFP has been issued.</div></div><div class='signal-item'><div class='signal-title'>Optimize pension risk management and retirement security outcomes</div><div class='signal-body-text'>The City of San Clemente faces potential funding gaps and unfunded pension liabilities that threaten long-term fiscal stability and service delivery. By establishing clear performance benchmarks and reviewing investment policies now, the city can mitigate financial risk and ensure sustainable retirement obligations for employees.</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'>Andy Hall</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'>Charlie Smith</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'>Brian Brower</span><span class='contact-title'>Information Technology 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'>Scott Koppel</span><span class='contact-title'>Principal</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'>Matt Schmelzel</span><span class='contact-title'>Management Analyst</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.san-clemente.org/AgendaCenter/ViewFile/Agenda/_03302026-1545?packet=true#page=17' target='_blank'>View source · 2026-03-30</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 Los Angeles</div><div class='ecard-meta'>County Government · CA</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'>LAFPP amended asset allocation targets and investment strategy</div><div class='signal-body-text'>The City of Los Angeles Fire and Police Pensions (LAFPP) is modernizing its investment strategy through amended asset allocation targets, with current under-allocation in fixed income and credit categories signaling potential new investment needs. This initiative creates demand for life insurance, investment, retirement, and advisory services to help meet revised allocation targets. No RFP has been issued; this is pre-solicitation intelligence.</div></div><div class='signal-item'><div class='signal-title'>Secure retirement futures through diversified pension fund strategies</div><div class='signal-body-text'>The City of Los Angeles Fire and Police Pensions faces portfolio rebalancing pressure to close allocation gaps, risking suboptimal returns if targets remain unmet. By securing specialized advisory and investment services now, LAFPP can accelerate fund performance alignment and protect long-term pension obligations to beneficiaries.</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'>Tom Lopez</span><span class='contact-title'>Chief Investment Officer</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'>Diana Pointer</span><span class='contact-title'>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'>Greg Mack</span><span class='contact-title'>Assistant General 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'>Joe Salazar</span><span class='contact-title'>General 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'>Randy Chih</span><span class='contact-title'>Investment Officer</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://content.lafpp.lacity.gov/wp-content/uploads/2026/03/031926-Board-Package.pdf#page=207' target='_blank'>View source · 2026-03-19</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 Georgetown</div><div class='ecard-meta'>County Government · KY</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'>Planning to deploy $600k into diversified fixed income securities</div><div class='signal-body-text'>The City of Georgetown is actively planning to deploy approximately $600k in cash balances into diversified fixed income securities, including taxable municipal bonds, pending committee approval. This initiative presents an opportunity for providers of investment, retirement, and advisory services to address the city's portfolio management and fixed income strategy needs. No RFP has been issued; this is pre-solicitation intelligence.</div></div><div class='signal-item'><div class='signal-title'>Securing Georgetown's financial future through strategic asset allocation</div><div class='signal-body-text'>The City of Georgetown's $600k fixed income deployment signals a shift toward optimizing idle cash reserves and reducing opportunity costs in municipal treasury operations. Advisors offering tax-efficient municipal bond strategies and liability-matching solutions can help the city maximize yield while meeting fiduciary obligations—a critical outcome as committee approval approaches.</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'>Mark Showalter</span><span class='contact-title'>City Council 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'>Burney Jenkins</span><span class='contact-title'>Mayor</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'>Greg Hampton</span><span class='contact-title'>Council 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'>Tracie Hoffman</span><span class='contact-title'>City Clerk</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'>Stacey Clark</span><span class='contact-title'>Director of Finance</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.georgetownky.gov/AgendaCenter/ViewFile/Agenda/_03232026-338#page=158' target='_blank'>View source · 2026-03-23</a><span class='ecard-timing'>⏱ Pre-RFP — no solicitation issued</span></div></div>