Description
The solicitation seeks a qualified investment manager to provide active U.S. aggregate core‑plus fixed‑income portfolio management services. The contractor will be responsible for constructing, executing, and monitoring a diversified fixed‑income portfolio that meets specified benchmark performance, risk, and compliance criteria, as well as delivering regular reporting and analytics to the government client.
• Deliver active management of a core‑plus fixed‑income portfolio targeting U.S. aggregate benchmarks.
• Perform security selection, trade execution, and ongoing risk monitoring in line with federal investment policies.
• Provide comprehensive performance reporting, analytics, and compliance documentation on a regular schedule.
• Maintain appropriate custodial oversight, liquidity management, and adherence to ESG considerations if required.
• Align investment strategies with the client’s fiscal objectives and Treasury/OMB guidelines.
Attached files
The solicitation documents live at the source — open the bid source above to download them.