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Active Short Duration Fixed Income Investment Management

Active

State & Local

Response Deadline11/18/2026, 05:00:00 AM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

AI Contract Overview

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This subcontract opportunity is for active short duration fixed income investment management supporting prime contractors on New York State Deferred Compensation Plan projects. The selected provider will be responsible for portfolio construction and active trading of short-term fixed income assets with the goal of tracking or outperforming the Bloomberg 1-3 Year Government/Credit or Government Index. To execute these services, the contractor must utilize institutional trading platforms and Bloomberg terminal data. Eligible candidates must be registered investment advisers in full compliance with 9 NYCRR Section 9003.2. The primary deliverables for this engagement include the delivery of a managed portfolio and regular performance reports. Interested parties should note the response deadline of November 18, 2026, for this specialized financial services contract.

General Info

Short duration fixed income management for NYS Deferred Compensation Plan; deadline November 18, 2026.

Agency

New York → NYS Deferred Compensation Plan

NAICS

523930 - Investment Advice

Place of Performance

NY, USA

Set-Aside

NONE

Documents

This scope was carved out of 2139748.

The full solicitation package (1 document), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Stable Income Fund Active Short Duration Fixed Income and Active Intermediate Core Fixed Income Manager

AI Contract Breakdown

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Timeline

PostedOct 21

subcontract

Response DeadlineNov 18

Submission deadline

Response Deadline

11/18/2026, 05:00:00 AM UTCin 27 days

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Organization & Contact Information

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AgencyNew York → NYS Deferred Compensation Plan

ContactsNo contacts available

OfficeN/A

Organization / AgencyNew York → NYS Deferred Compensation Plan

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs active investment management for prime contractors on NYS Deferred Compensation Plan projects. Conducts active trading and portfolio construction of short-term fixed income assets to outperform or track the Bloomberg 1-3 Year Government/Credit or Government Index. Requires institutional trading platforms and Bloomberg terminal data. Must be a registered investment adviser compliant with 9 NYCRR Section 9003.2. Delivers a managed portfolio and performance reports.

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More opportunities from New York → NYS Deferred Compensation Plan

Same awarding agency

Stable Income Fund Active Short Duration Fixed Income and Active Intermediate Core Fixed Income Manager

Solicitation # 2139748

The New York State Deferred Compensation Board is soliciting proposals from financial organizations to provide fixed income separately managed account investment management services for the Stable Income Fund. This procurement, conducted under 9 NYCRR Section 9003.2 and Section 5 of the State Finance Law, seeks managers for two specific portfolios: Active Short Duration Fixed Income, benchmarked to the Bloomberg 1-3 Year Government/Credit or Government Index, and Active Intermediate Core Fixed Income, benchmarked to the Bloomberg Intermediate Aggregate or Government/Credit Index. Each account will be part of the Stable Income Fund, with insurance wrap coverage coordinated by the plan's stable value structure manager to ensure compliance with Section 457 of the Internal Revenue Code. The contract term is for up to ten years and is designated as a state-wide performance. Interested organizations must submit their proposals by 5:00 PM ET on November 18, 2026. The procurement process is being managed by Callan LLC, with Thomas Shingler and Hannah Vieira serving as the primary points of contact. Proposals should be directed to the Callan LLC office in Summit, New Jersey.

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