ID: RFP-20-25-01

The State Universities Retirement System is issuing this request for proposal (RFP) to invite qualified firms interested in providing a Risk and Portfolio Analytics System to SURS. SURS intends to use this RFP process to select a vendor or combination of vendors to serve as its portfolio management technology solution(s) provider in connection with its oversight of the investments held within the SURS defined benefit plan and provide a multi-asset class investment portfolio analytics and risk management system to assist in aggregating, analyzing, and reporting on portfolio performance, exposures, and risks for the SURS portfolio. It is anticipated that SURS will enter into a three (3) year contract with the option to extend the contract for two additional one-year terms.

Document NameDatePages
Risk & Portfolio Analytics SystemJuly 10, 202428

Schedule

DescriptionDate
Quiet Period BeginsJuly 10, 2024
RFP IssuedJuly 10, 2024
Responder Questions DueJuly 19, 2024, 4:30 p.m. CT
Responses to QuestionsJuly 26, 2024, 4:30 p.m. CT
RFP Responses Due on or BeforeAugust 13, 2024, 4:30 p.m. CT
EvaluationsAugust/September 2024
Candidate InterviewsSeptember/October 2024
Anticipated Project StartOctober 24, 2024