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Fixed Income Market Research and Analysis

Active
State & Local

Contract Overview

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

General Info

Agency

Ohio → Bur Of Workers' CompensationView Agency

NAICS

541611 - Administrative Management and General Management Consulting ServicesView NAICS

Place of Performance

OH, USA

Set-Aside

NONE

Documents

This scope was carved out of RFP270183.

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

View the prime solicitation

Active U.S. Aggregate Core Plus Fixed Income Investment Management Services

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Organization & Contact Information

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AgencyOhio → Bur Of Workers' Compensation
ContactsNo contacts available
OfficeN/A
Organization / Agency
Ohio → Bur Of Workers' Compensation
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Office AddressN/A
ContactsNo contact information available

Full Description

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Supplies specialized research, data analysis, and valuation models for U.S. Aggregate Core Plus fixed income securities for prime contractors managing the Ohio Bureau of Workers' Compensation State Insurance Fund. Analyzes credit risk and interest rate sensitivity using Bloomberg Terminals and quantitative models. Requires CFA designation. Delivers research reports, valuation models, and market analysis briefs.

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The Ohio Bureau of Workers’ Compensation (BWC) is seeking multiple investment managers to provide Active U.S. Aggregate Core Plus Fixed Income Investment Management Services for the State Insurance Fund. The target allocation for this mandate is approximately 33% of the fund, totaling roughly $6.9 billion. Selected managers will be expected to achieve capital appreciation and outperform the Bloomberg U.S. Aggregate Index and peer group medians over three, five, and ten-year periods. Portfolios must consist of U.S. dollar denominated securities eligible for the benchmark index, with plus sectors such as high yield and emerging markets generally limited to 30% of the portfolio. To qualify, firms must be SEC-registered investment advisors or regulated national banks with at least $25 billion in total firm assets under management and $20 billion in total fixed income assets. Additionally, they must demonstrate at least $3 billion in the specific proposed strategy, $500 million in a single separately managed account, and seven years of performance history against the benchmark. The contract features an initial five-year term with the option for unlimited five-year renewals at the BWC's discretion. Proposals must be submitted in sealed three-ring binders, including one original, two hard copies, and one electronic PDF version on a USB drive, by September 24, 2026, at 2:00 PM ET.
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