SOLICITATION NOTICE
R -- Small Cap Passive Investment Manager
- Notice Date
- 1/2/2008
- Notice Type
- Solicitation Notice
- NAICS
- 523930
— Investment Advice
- Contracting Office
- Pension Benefit Guaranty Corporation, Chief Management Officer, Procurement Department, Suite 1090, 1200 K Street, N.W., Washington, DC, 20005-4026, UNITED STATES
- ZIP Code
- 00000
- Solicitation Number
- PBGC01-RP-08-TJ01
- Response Due
- 2/14/2008
- Archive Date
- 5/31/2008
- Point of Contact
- Tiffany Johnson, Contract Specialist , Phone (202) 326-4160 x3321, Fax (202) 326-4162, - Kay Rison, Contracting Officer, Phone (202) 326-4160 x6396, Fax (202) 326-4162
- E-Mail Address
-
johnson.tiffanya@pbgc.gov, rison.kaymarie@pbgc.gov
- Description
- The Pension Benefit Guaranty Corporation "PBGC" intends to procure on a full and open competitive basis, for an investment management organization. The investment management organization retained under contract by PBGC must be responsible for providing investment management and potentially custody of a passive small capitalization equity index fund, benchmarked to the Dow Jones Wilshire 4500 Index (or reasonable equivalent). Those assets must be managed with full discretion in accordance with the fund documents, the policies of PBGC and the strategy and objectives mutually agreed upon between the investment manager and PBGC. Written investment guidelines will be provided to the manager as part of the investment management agreement. The investment manager must be expected to adhere to the investment style for which it was retained, unless mutually agreed upon with PBGC. PBGC may, under this contract, receive any of the investment manager's internal or external investment, market and economic research training materials and support capabilities and services in the performance of PBGC?s investment responsibilities. This does not include proprietary models or information unique to the investment manager?s investment process. Under this contract, PBGC may, at its discretion, utilize other investment advisory services offered by the investment manager. The investment manager must maintain close contact with the Financial Operations Department's Treasury Division (TD) and must serve as a resource of economic and investment information and research. The investment manager must keep PBGC fully informed of the rationale for the investment manager?s investment decisions and changes in the portfolio under its management.
- Place of Performance
- Address: 1200 K Street N.W., Washington, DC
- Zip Code: 20005-4026
- Country: UNITED STATES
- Zip Code: 20005-4026
- Record
- SN01478166-W 20080104/080102224621 (fbodaily.com)
- Source
-
FedBizOpps Link to This Notice
(may not be valid after Archive Date)
| FSG Index | This Issue's Index | Today's FBO Daily Index Page |