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Investment Portfolio Analysis and Reporting

Active

State & Local

Response Deadline09/14/2026, 06:00:00 PM UTC

Contract Overview

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

General Info

Agency

New York → TreasurerView Agency

NAICS

523932

Place of Performance

NY, USA

Set-Aside

NONE

Documents

This scope was carved out of 043-26.

The full solicitation package (3 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Liquidity Analysis and Management Services

AI Contract Breakdown

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Timeline

PostedAug 13

subcontract

Response DeadlineSep 14

Submission deadline

Response Deadline

09/14/2026, 06:00:00 PM UTCin about 1 month

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Organization & Contact Information

AgencyNew York → Treasurer

ContactsNo contacts available

OfficeN/A

Organization / Agency

New York → Treasurer

View Agency Profile

Office AddressN/A

ContactsNo contact information available

Full Description

Ongoing performance evaluation of county investment portfolios, including yield analysis, benchmarking, and compliance with investment policies.

Similar Contracts

Same NAICS industry code

NAICS: 523932

Federal

REIT Portfolio Management ServicesThe contract entails managing a portfolio of Real Estate Investment Trusts (REITs) by overseeing strategic allocation, continuous performance monitoring, comprehensive risk assessment, and executing trades. This work is carried out by a specialized team consisting of portfolio managers, researchers, and traders, ensuring expert handling of the investment portfolio. The services are provided to the Pension Benefit Guaranty Corporation, reflecting a focus on safeguarding and optimizing the investment assets related to pension funds. Classified under the NAICS code 523932, which corresponds to portfolio management services, this subcontract does not specify geographical performance details or set-aside designations. Issued by the Pension Benefit Guaranty Corporation, the contract emphasizes professional management of REIT assets to achieve targeted financial objectives while mitigating risks, leveraging dedicated expertise to maintain portfolio health and performance. The solicitation was posted at the end of 2025, indicating a recent opportunity or active engagement with this scope of services.

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