Investment Technology and RFP Consulting Services

Provide Investment Technology and RFP Consulting Services to the Teachers’ Retirement System.
- System utilizes software, services, and support from the following vendors:
• State Street: TRS’s custodian bank and trustee: accounting and performance books of record
• BlackRock
• Aladdin Insight: Provides “whole portfolio” view across public and private markets
• Aladdin Risk: Risk analytics platform
• Bloomberg: Public markets data & analytics platform
• FactSet: Markets data provider
• PowerBI: Enterprise data visualization/analytics platform
• LaserFiche: Enterprise content management (ECM) and business process automation platform
• Dynamo: CRM for investment manager oversight and relationship management
• Microsoft Office: Excel, etc.
• Various external online databases supplied by the System’s investment consultants
- Economic Data and Investment Research Services:
• eVestment Analytics and Market Lens
• PitchBook
• Green Street
• Oxford Economics
• Journal of Portfolio Management Research
- The System seeks to establish an integrated, scalable investment operations, data, and technology environment that supports efficient operations, effective decision-making, and total portfolio oversight. Key objectives include:
• Streamlining workflows and reducing manual and duplicative processes;
• Improving interoperability and data exchange across systems;
• Establishing authoritative investment data and a single source of truth;
• Enhancing analytical capabilities and total portfolio data views;
• Improving the accuracy, timeliness, and efficiency of accounting, reconciliation, and reporting; and
• Strengthening data governance, quality, ownership, and accessibility