QUANTITATIVE PORTFOLIO MANAGEMENT TECHNOLOGY

Agency: The City of New York
State: New York
Type of Government: State & Local
NAICS Category:
  • 541511 - Custom Computer Programming Services
  • 541512 - Computer Systems Design Services
  • 541519 - Other Computer Related Services
  • 541611 - Administrative Management and General Management Consulting Services
Posted Date: Sep 2, 2025
Due Date: Oct 14, 2025
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Description

Title: Quantitative Portfolio Management Technology

Procurement
Section

Board of Education Retirement System (BERS)
Agency Name

55 Water Street, 50th Floor, New York, NY 10041
Request Address

Anne Misoki
phone: (929) 305-3879
email: BERSProcurement@bers.nyc.gov
Contact Information
External Links

Current
Status

Goods and Services
Category

Request for Proposals
Selection Method

9/2/2025
Publication Date

Solicitation
Notice Type

PIN#RFP 2025-002 Due: 10/14/2025 4:00 PM

PIN - Due Date
Description

BERS Investment Strategy Department is seeking proposals from organizations experienced and capable of providing a Quantitative Portfolio Management Technology (QPMT) solution, including implementation and data management services. BERS seeks to procure an investment analytical platform to provide portfolio insights, as well as automated data quality to monitor, identify, and correct data inconsistencies, errors, or inaccuracies between BERS’ custodian, BERS’ investment consultant, and/or the NYC Comptroller’s Office of Bureau of Asset Management (BAM). Proposals also offering actuarial or artificial intelligence (AI) generated insights, or both, are highly encouraged. The goal is to find a solution that will most efficiently convert disparate data into analytics and offer benchmarking comparisons, when applicable.

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