Enterprise Investment Analytics and Portfolio Monitoring Platform
Overview
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SUMMARY
KEY REQUIREMENTS
TIMELINE
Issuance of RFP: September 1st, 2026
RFP Question Deadline: September 18th, 2026
RFP Answer Deadline: September 25th, 2026
RFP Deadline: October 6th, 2026
RFP Evaluations: October 2026
Finalist Interviews: October 19th – October 30th, 2026
Recommendation & Board Approval: November 17th & December 8th, 2026
Contract Award / Finalization Target: December 2026
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
New Hampshire Retirement System
DESCRIPTION
The vendor will provide an enterprise investment analytics and portfolio monitoring platform capable of supporting performance attribution, portfolio analytics, investment research, risk reporting, exposure reporting, scenario analysis, compliance monitoring, and investment reporting.
The platform should support performance measurement and attribution, portfolio monitoring and analytics, data aggregation and integration, scenario analysis and stress testing, correlation and diversification analytics, portfolio construction and what-if analysis, investment guideline compliance monitoring, enterprise reporting and dashboards, and data management and governance.
All questions must be submitted no later than September 18, 2026. Proposals are due by October 6, 2026.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due October 6, 2026. Questions must be submitted by September 18, 2026.
- Who issued this RFP?
- It was issued by New Hampshire Retirement System. The work is located in Concord, New Hampshire, United States.
- Who is a good fit for this opportunity?
- Financial technology provider specializing in enterprise investment analytics platforms
- Demonstrated experience with portfolio monitoring, performance attribution, risk analytics, and compliance reporting
- Strong data integration, governance, dashboard, and enterprise reporting capabilities
- Experience supporting institutional investment organizations and complex portfolios
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.