Investment Performance Measurement System and Support Services for Calculations, Analysis, and Reporting

The New York State Teachers’ Retirement System seeks an Investment Performance Measurement Solution to provide a single platform, inclusive of software, hardware, and support services, to calculate, analyze, and report performance and performance attribution. The requested scope includes integrating multiple data sources, tracking source data overrides, auditing data lineage, managing return approvals, processing corporate actions and income, enabling end-user exploration, and handling application management and upgrades. Eligibility is limited to USA onshore organizations that provide proof of authority to conduct business in New York State. Bidders must register and submit proposals electronically through the Bonfire Portal, as hard copy, fax, and email submissions are not accepted. Vendors must submit all questions via the portal no later than October 13, 2025. Evaluation committee members will independently score technical proposals based on firm experience, staff qualifications, and understanding of the work, with top candidates delivering mandatory presentations. Finalists receive a combined score weighted 80% for technical merit and 20% for cost, with the contract awarded to the highest-scoring vendor. The provided text does not state the contract term or total budget.