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SW-40013 - USA (Florida) - Investment Analytics Software Services - Deadline February 24,2021

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: SW-40013

Government Authority located in Florida; USA based organization looking for expert vendor for investment analytics software services.

[A] Budget: Looking for proposal

[B] Scope of Service:

(1) Vendor needs to provide investment analytics software services that provide access to high-quality technology, seamless delivery of services, and strong client service or support.
- Providing monthly performance reports detailing the market values, duration, average life, average credit rating, and time-weighted returns of each portfolio.
- Measuring the performance of Citizens accounts against common industry benchmarks.
- Programing the compliance rules in the system which will help automate the efforts of monitoring compliance with Citizens’ investment policy rules.
- Providing automatic notifications to staff in the event of an investment compliance violation in applicable accounts.
- Setting up reporting composites and providing various analytics for the investment-grade fixed income portfolios including cash flow projections, maturity distribution, and asset breakdown by credit quality asset types, and investment managers.
- Providing accessibility to download all reports in Excel format.
- Providing basic scenario analysis and stress test reports on citizens portfolios.
(2) A non-mandatory pre-proposal conference will be held on January 21, 2021.
(3) All questions must be submitted no later than January 27, 2021.

[C] Eligibility:

- Onshore (USA Organization Only);

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location.

Expiry Date : Wednesday, 24 February, 2021

Pre-proposal Conference Date : Thursday, 21 January, 2021

Question Answer Deadline : Wednesday, 27 January, 2021

Category : Software, System and Application

Country : USA

State : Florida

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