This Special Notice opportunity from New York was posted on May 7, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Fixed Income Passive Index Investment Management Services

Closed

20260501004State & Local

Submission Closed05/18/2026, 01:00:00 PM UTC

Contract Overview

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

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Investment Advisory and Due Diligence ServicesThis subcontract for Investment Advisory and Due Diligence Services supports the State University of New York University-wide Benefits Office retirement plan projects. The selected provider will perform fiduciary investment oversight and due diligence for prime contractors, focusing on the evaluation of mutual funds, annuities, and investment managers. Key responsibilities include conducting performance analysis against benchmarks using specialized research platforms and software, as well as delivering formal recommendations and quarterly investment analysis reports. Qualified candidates must possess ERISA expertise and hold a fiduciary certification to ensure compliance and professional oversight. The solicitation was posted on October 28, 2026, with a response deadline of November 27, 2026. This opportunity falls under NAICS code 523940 and is designed to maintain the integrity and performance of the university retirement plan assets.

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17 days ago

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in 13 days

AI Contract Overview

The New York City Comptroller Office, acting for the New York City Retirement Systems, is pursuing a negotiated acquisition extension for Fixed Income Passive Index Investment Management Services. This extension involves State Street Global Advisors Trust Company, which serves as a fiduciary providing specialized investment management services. The agreement is intended to extend the existing contract for one year, covering the period from July 1, 2026, to June 30, 2027. This action is being taken in accordance with the New York City Procurement Policy Board Rules, and further inquiries regarding the solicitation can be directed to John Gawarecki-Maxwell.

General Info

NYC Comptroller extends State Street investment management services from July 2026 to June 2027.

Agency

New York → Comptroller

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

Not specified

Set-Aside

NONE

Documents

No documents available

Documents will appear here when they are available.

AI Contract Breakdown

Uniform Contract Format

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Timeline

PhaseClosed

PostedMay 7

special-notice

Response DeadlineMay 18

Deadline has passed

Submission Closed

05/18/2026, 01:00:00 PM UTC

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Organization & Contact Information

AgencyNew York → Comptroller

Contacts1 person available

OfficeN/A

Organization / AgencyNew York → Comptroller

Office AddressN/A

Contacts

John Gawarecki-Maxwell

Full Description

In accordance with Section 3-04(b)(2)(iii) of the New York City Procurement Policy Board Rules, the New York City Comptroller Office (the Comptrollers Office), acting on behalf of the New York City Retirement Systems, is seeking to extend the existing Fixed Income Passive Index Investment Management Agreement with State Street Global Advisors Trust Company for one (1) year, from July 1, 2026 to June 30, 2027. The firm is a fiduciary and provides investment management services.

Please be advised that this advertisement is for informational purposes only. If you wish to contact the Comptrollers Office for additional information, please contact John Gawarecki-Maxwell via email at Sign up to see this detail.

Negotiated Acquisition Extension.
PIN: 015-158-169-02 FI-NA