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SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC

UEI: FBUJY982V6Q6CAGE: 76BT6

SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC is a federal contractor, registered under UEI FBUJY982V6Q6 and CAGE code 76BT6. It has been awarded $33,313,446 in federal contracts. Primary work spans Portfolio Management and Portfolio Management and Investment Advice. Top awarding agencies include Pension Benefit Guaranty Corporation.

Contact Information

Registration and classification details

Registration

UEI Code

FBUJY982V6Q6

CAGE Code

76BT6

Entity Structure

Corporate Entity (Not Tax Exempt)

Established

N/A

Business Classifications

For Profit OrganizationForeign Owned

NAICS Codes

523940Portfolio Management and Investment Advice(Primary)

Federal Contracting Overview

Award totals, agency breakdown, NAICS distribution, and geographic footprint.

AI Capability Profile

Schroder Investment Management North America Inc. specializes in institutional portfolio management services, delivering strategic asset allocation, risk mitigation, and investment oversight tailored to government-sponsored retirement and pension obligations. Their technical expertise lies in managi...

Schroder Investment Management North America Inc. specializes in institutional portfolio management services, delivering strategic asset allocation, risk mitigation, and investment oversight tailored to government-sponsored retirement and pension obligations. Their technical expertise lies in managing complex fiduciary portfolios through rigorous quantitative analysis, liability-driven investment strategies, and compliance with federal fiduciary standards. The firm applies institutional-grade analytics to optimize long-term returns while preserving capital integrity, with a focus on fixed income, equities, and alternative assets aligned with public sector pension liabilities. Their differentiation stems from disciplined governance frameworks, transparent reporting protocols, and deep familiarity with the regulatory expectations of federal pension entities. The company has demonstrated a focused relationship with the Pension Benefit Guaranty Corporation, providing specialized portfolio management services to support the agency’s mission of safeguarding defined benefit pension plans. This engagement reflects a niche capability in managing assets under federal fiduciary mandates, where adherence to ERISA principles and public accountability is paramount. The nature of the work suggests a high degree of coordination with government actuaries and compliance officers to ensure alignment with statutory funding requirements and risk tolerance thresholds. The primary NAICS code 523920—Portfolio Management—indicates a market position centered on institutional asset management for public sector clients, distinct from retail or commercial investment firms. The firm operates within the government pension and retirement security vertical, serving entities that require long-horizon, low-volatility investment strategies governed by public trust obligations. Schroder Investment Management North America Inc. is structured as a 2L entity with its headquarters in New York, NY. While no government certifications are listed, its operational model reflects the governance standards expected of fiduciaries managing public funds, positioning it as a trusted manager within the federal pension ecosystem.

Key Performance Metrics

Awards Count

2

All time

Active

1

Currently performing

Completed

1

Past period of performance

Total Awards

All time

Contracts

Prime · all time

Subcontracts

Sub · all time

Grants

Prime · all time

Subgrants

Sub · all time

Award Analytics & Distribution

Awards by Agency
Awards by NAICS
Awards by Agency Over Time
Awards by Place of Performance

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Open opportunities in SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC's top NAICS codes and agencies

NAICS: 523940
New
SLED
RFP# 11-27, 403(b) Investment & Advisory Services
Solicitation # 11-27
The Lafayette Parish School System is soliciting proposals under RFP# 11-27 for a qualified investment consulting and advisory firm to serve as the Investment Advisor for its 403(b) Defined Contribution Plan. The plan currently manages approximately 28 million dollars in assets for roughly 1,320 participants. The primary objectives of this engagement are to reduce member costs, streamline operations by consolidating over 18 million dollars in legacy assets, and implement a comprehensive member education strategy. The selected advisor must act as an express ERISA fiduciary, either as a 3(21) non-discretionary co-fiduciary or a 3(38) discretionary investment manager, and ensure compliance with IRS 403(b) regulations, SECURE 2.0 updates, and state public school retirement mandates. The contract is intended for an initial five-year term with options for one-year renewals. Compensation will be based on asset thresholds, requiring a flat annual fee for assets up to 15 million dollars and either a flat or asset-based fee for assets between 15 million and 30 million dollars; third-party compensation such as commissions or 12b-1 fees is strictly prohibited. Proposals must be submitted electronically via Beacon Bid and in six physical copies by November 17, 2026, at 2 PM CST. To ensure a blind review, all submissions must be strictly anonymized, omitting all firm names and logos. Evaluation is based on a 170-point scale, with the highest weight placed on fiduciary status and compensation. Finalists must present in person to the Board Insurance Committee to avoid automatic disqualification, with the final contract award scheduled for December 10, 2026.
Lafayette Parish School System

POSTED

3 days ago

DEADLINE

in about 1 month
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NAICS: 523940
SLED
Request for Proposals for Financial Advisory Services
Solicitation # 39266
The Town of Eastford, Connecticut, is soliciting sealed proposals from qualified firms to provide Independent Municipal Financial Advisory Services. The selected firm will support the Town's debt management and long-term fiscal strategy, with a scope of work that includes advising on the issuance and management of municipal debt for infrastructure and public facilities, assisting with long-term loans, providing analytical support, and conducting pre-audit reviews. The advisor is expected to attend Board of Selectmen or Town Meeting sessions and must operate in accordance with MSRB Rule G-23, Connecticut statutes, and industry best practices. Proposals must be sealed, marked as EASTFORD FINANCIAL ADVISORY SUBMISSION, and submitted to the Office of the First Selectman by 12:00 pm on October 21, 2026, with the contract award scheduled for November 9, 2026. The Town intends to establish a multi-year agreement with optional renewal periods, subject to annual appropriation. Evaluation will be based on firm and personnel qualifications, experience, proposal clarity, understanding of Eastford's needs, references, fee structure, and legal disclosures. Required certifications include SEC and MSRB registration, a statement of independence, and disclosures regarding regulatory actions or conflicts of interest within the last three years. The selected firm must maintain significant insurance coverages, including 3 million dollars per claim for Professional Liability and 1 million dollars per occurrence for General Liability, naming the Town of Eastford as an additional insured. Services cannot commence until all insurance documents are approved and written authorization is issued.
DAS Procurement

POSTED

12 days ago

DEADLINE

in 7 days
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NAICS: 523940
SLED
Uniformed Retirement System - Investment Consulting Services
Solicitation # CES100001123
Fairfax County is seeking proposals for a non-discretionary investment consulting firm to provide comprehensive advisory services for the Uniformed Retirement System (URS), which manages approximately 2.5 billion dollars across public and private markets. The selected consultant will support the URS Board of Trustees and Staff in areas including strategic asset allocation, the development and updating of the Investment Policy Statement, manager research and selection, risk analytics, and performance reporting. Key deliverables include monthly flash, quarterly, and annual performance reports aligned with Global Investment Performance Standards, as well as the oversight of private market pacing plans and commitments. The Chief Investment Officer will serve as the primary point of contact for the consultant. Proposals must be submitted electronically via the Euna Bonfire portal by November 2, 2026. The evaluation process consists of a preliminary review, potential oral presentations for high-rated offerors, and a final selection based on the best overall proposal. Award criteria are weighted toward the technical narrative at 50 percent, the statement of qualifications at 30 percent, and the reasonableness of the fee proposal at 20 percent. Offerors are required to propose a single, all-inclusive annual fee for an initial three-year term with two optional extension years. Compliance requirements include maintaining statutory workers compensation and employer liability insurance of at least 1 million dollars and adhering to strict cybersecurity, HIPAA, and ADA standards. Payment is subject to appropriations by the Fairfax County Board of Supervisors, with invoices submitted quarterly and paid within 30 days of receipt. Required submission documents include a technical narrative and several certifications regarding business classification, ethics in public contracting, and debarment status.
Fairfax County

POSTED

14 days ago

DEADLINE

in 19 days
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NAICS: 523940
SLED
Financial Advisor Services
Solicitation # 3000012956
The University of North Carolina at Chapel Hill is soliciting proposals for Financial Advisor Services to support its Department of Finance. The primary objective is to maintain AAA-equivalent financial discipline through capital structure and debt capacity analysis, multi-year financial forecasting, and the development of strategies for rating agency engagement. The selected vendor will be responsible for delivering financial model architectures, scenario analysis outputs, debt capacity dashboards, and executive board presentations on a monthly, quarterly, or ad hoc basis. The contract features an initial three-year term with the possibility of two one-year extensions, for a maximum duration of five years. Proposals must be submitted electronically via the eVP portal by October 19, 2026. Evaluation is based on a narrative consensus of the committee, prioritizing the vendor's depth of experience with highly rated public institutions, their track record in higher education capital advisory, and the rigor of their proposed approach to the scope of work. Pricing is to be submitted as an annual lump sum fee on company letterhead. Vendors must comply with various North Carolina General Statutes and federal regulations, including E-Verify, anti-collusion laws, and specific certifications regarding business activities in Iran and Israel. Key requirements include the designation of a contract manager and strict adherence to background check and personnel substitution protocols.
Unc - Chapel Hill

POSTED

23 days ago

DEADLINE

in 5 days
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NAICS: 523940
SLED
Municipal Advisor
Solicitation # 2026-RFP-003
The City of Pittsburgh, through the Department of Finance and the Office of Management and Budget, is seeking a qualified Municipal Advisor for a three-year contract. The selected advisor will provide comprehensive services regarding bond and debt issuance, restructuring, and management. Key responsibilities include representing the City's interests in meetings with underwriters and counsel, preparing preliminary and final official statements, assisting with required filings and disclosures, and helping the City select other financial professionals such as bond insurers and verification agents. Proposals must be submitted electronically via the City's e-Procurement Portal by October 16, 2026. Evaluation is based on a points-weighted system focusing on the project approach and plan (30%), cost proposal (30%), firm qualifications and references (15%), project team qualifications (15%), and demonstrated good faith efforts toward MWDBE and VOSB participation (10%). The City has established participation goals of 18% for Minority-Owned and 7% for Women-Owned Business Enterprises, as well as minimums of 5% for Veteran-Owned and 3% for LGBTQIA+ businesses. Awarded contractors must comply with the Pittsburgh City Code, including the Service Worker Prevailing Wage Ordinance and the City Ethics Code. The advisor is required to represent only the interests of the City of Pittsburgh and must obtain knowledge from the City Director of Finance before meeting with outside organizations regarding City financial matters. Finalists may be invited for interviews, and the successful respondent will be required to sign a confidentiality agreement.
Finance

POSTED

27 days ago

DEADLINE

in 1 day
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