When is the submission deadline?

Submissions are due November 6, 2026. Questions must be submitted by October 13, 2026.

It was issued by New York State Teachers' Retirement System. The work is located in Albany, New York, United States.

Who is a good fit for this opportunity?

Investment performance measurement software providers. Firms with expertise in portfolio, composite, fund, benchmark, and attribution calculations. Vendors experienced in integrating multiple financial data sources and maintaining auditable data lineage. Providers offering implementation, application management, upgrades, and ongoing technical support. Companies with experience supporting institutional investment organizations and complex performance workflows.

Investment Performance Measurement Solution (Due November 6, 2026)

Overview

Financial, Legal, HR & Staffing

Albany, New York, United StatesPosted: October 1, 2026Deadline: November 6, 2026

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SUMMARY

The issuing organization seeks an integrated investment performance measurement platform for calculating, analyzing, and reporting portfolio, composite, fund, benchmark, and attribution results. The solution must support data integration, lineage and override tracking, workflow controls, customized attribution, reporting, and ongoing application support.

KEY REQUIREMENTS

Must have provided services for at least three clients with an aggregated Assets Under Management of at least $25 billion for the previous three calendar years
At least one client must be an asset owner
Must have at least one asset owner client utilizing the platform to calculate client defined top-down decision-based attribution in a production environment
Must provide experienced Key Personnel with expertise in performance measurement, analytics, and reporting
Must comply with the Americans with Disabilities Act of 1990
Must have legal authority to conduct business in New York State and be appropriately registered
Must carry applicable insurance coverage and minimum liability limits as specified in Appendix D

CONTRACT DURATION

60 months

TIMELINE

RFP Issued: September 30th, 2026

Last Date for Inquiries: October 13th, 2026

Responses to Inquiries/Clarifications Issued: October 30th, 2026

Response Due Date: November 13th, 2026

Presentations: January 20th, 2027 through January 27th, 2027

Award: February 16th, 2027

QUESTION DEADLINE

October 13, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

New York State Teachers' Retirement System

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

The issuing organization is seeking a vendor to provide a single investment performance measurement platform, including the required software, hardware if applicable, implementation support, and ongoing services. The solution must calculate, analyze, and report performance and performance attribution for portfolios, composites, funds, and benchmarks while integrating multiple data sources in a cost-effective and comprehensive manner.

The system should support source-data override tracking, data-lineage auditing, business rules for automatically placing or removing portfolios from composites, return review and approval workflows, exception handling, and performance calculations based on market value or notional value. It should also account for corporate actions, security lending income, dividend income, and other income within attribution models, support customized attribution calculations, and allow end users to explore performance and risk results.

The selected vendor will provide software support, upgrades, application management, and services for producing, managing, and reporting performance, attribution, and related deliverables. Questions must be submitted no later than October 13, 2025.

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Frequently asked questions

When is the submission deadline?: Submissions are due November 6, 2026. Questions must be submitted by October 13, 2026.
Who issued this RFP?: It was issued by New York State Teachers' Retirement System. The work is located in Albany, New York, United States.
Who is a good fit for this opportunity?: Investment performance measurement software providers
Firms with expertise in portfolio, composite, fund, benchmark, and attribution calculations
Vendors experienced in integrating multiple financial data sources and maintaining auditable data lineage
Providers offering implementation, application management, upgrades, and ongoing technical support
Companies with experience supporting institutional investment organizations and complex performance workflows

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.

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