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Fixed Income Portfolio Management

This bid is for separately managed fixed income portfolio management services for a stable income fund in New York, United States.

Due
November 18, 2026
5 days left
Location
New York
Posted on
nyscr.ny.gov
Notice ID
CR2139748

Please quote separately managed fixed income portfolio management services (Active Intermediate Core and/or Active Short Duration) of about $400 million to $800 million per mandate for a stable income fund in New York.

  • Strategies: Active Intermediate Core and/or Active Short Duration Fixed Income, about $400 million to $800 million per mandate.
  • Benchmarks: Bloomberg Intermediate Aggregate or Intermediate Government/Credit Index for intermediate core; Bloomberg 1-3 Year Government/Credit or 1-3 Year Government Index for short duration.
  • Portfolio: Beat the benchmark with controlled risk, keep duration at 80% to 120% of the benchmark, and keep average credit quality at A1/A+ or better.
  • Flexibility: Must accommodate withdrawals and reallocations; wrap coverage is arranged separately.
  • Qualifications: Authorized to do business in New York, at least $1 billion in discretionary fixed income assets as of September 30, 2026, and at least one proposed portfolio manager with five years of similar experience.
  • Term: Allocations expected to begin October 1, 2027, for up to ten years.

Please confirm availability and send your quote by November 18, 2026.

The original documents

Deadline: November 18, 2026

See the original on www.nyscr.ny.gov

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Bidding it yourself? Get the full package and submit on nyscr.ny.gov before November 18, 2026.

What they need

  • StrategiesActive Intermediate Core and/or Active Short Duration Fixed Income, with approximately $400 million–$800 million per mandate.
  • BenchmarksBloomberg Intermediate Aggregate or Intermediate Government/Credit Index for intermediate core; Bloomberg 1-3 Year Government/Credit or 1-3 Year Government Index for short duration.
  • Portfolio requirementsSeek benchmark outperformance with controlled risk; maintain duration at 80%–120% of the selected benchmark and minimum weighted average credit quality of A1/A+. Accommodate withdrawals and reallocations. Wrap coverage is arranged separately.
  • QualificationsAuthorized to do business in New York; at least $1 billion in discretionary fixed income assets as of September 30, 2026, and at least one proposed portfolio manager with five years of similar experience.
  • PricingProvide a complete fee schedule for each proposed strategy covering $400 million–$800 million, including tiers, breakpoints, all associated costs, and minimum account size. Allocations are anticipated beginning October 1, 2027, with a term of up to ten years.

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