Fixed Income Investment Benchmarking Services

The Vendor is required to provide fixed income index technology that delivers accurate pricing and transparent methodologies.
- The solution must provide full access to top-level and constituent data that allows for broad coverage across fixed income sectors and asset classes aligned with agency various investment mandates and best market practices.
- The solution must provide unrestricted access to the vendors complete fixed income index universe and have the ability to benchmark agency exposures and returns, support active portfolio positioning, and enable comprehensive risk and performance measurement, as well as provide effective reporting and communication.
- Requires a benchmark that is market standard while allowing for customization to reflect its specific investment objectives, constraints, and liability profile.
- The investment team seeks solutions that support diversification, maximize the investable opportunity set, and remain responsive to evolving market conditions and sources of return.
- Must demonstrate their ability to offer customization across key corporate credit risk factors, including—but not limited to—industry, credit quality, geography, liquidity, and term structure.
- Must further demonstrate the ability to continuously enhance the platform through vendor-developed modules, index expansions, and must provide ongoing upgrade support, staff training, system testing, maintenance and consultative services throughout the contract term to ensure uninterrupted continuity of agency investment and reporting processes.
- The platform must also be able to integrate with third-party systems.