Project Information

Bid Title

NOS - EQUITY INDEX INVESTMENT MANAGEMENT PRODUCTS

Issuing Agency

The City of New York

Location

New York

Published Date

Jun 12, 2026

Closing Date

Jul 15, 2026

Government Level

State & Local

Status

Closed

Original Source

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Bid Documents

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Project Description

Title: NOS - EQUITY INDEX INVESTMENT MANAGEMENT PRODUCTS

Procurement

Section

Comptroller (OOC)

Agency Name

Asset Management

Agency Division

1 Centre Street, 8th Floor South, New York, NY 10007

Request Address

Samantha Bobb
phone: (212) 669-8106
email: sbobb@comptroller.nyc.gov

Contact Information

Current

Status

Services (other than human services)

Category

Request for Proposals

Selection Method

6/12/2026

Publication Date

Solicitation

Notice Type

PIN#015-268-328-00 QQ Due: 7/15/2026 11:59 PM

PIN - Due Date

Attachments 1

• City Record Ad - Equity Index NOS

Description

The Comptroller of the City of New York (the “ Comptroller ”), acting on behalf of the New York City Retirement Systems, and specifically the Teachers’ Retirement System of the City of New York (“ TRS ”), the New York City Employees’ Retirement System (“ NYCERS ”), the New York City Police Pension Fund, Subchapter Two (“ Police ”), the New York City Fire Pension Fund, Subchapter Two (“ Fire ”), (note: the New York City Board of Education Retirement System (“ BERS ”) may choose to participate at a later date) (collectively “ NYCRS ” or the “ Systems ), is conducting this investment manager search (this “Search” ) to identify and select Equity Index Investment Management Products and Services, including capitalization weighted indexes, smart beta/alternatively weighted indexes, or any other type of indexes portfolio, including but not limited to those based on ESG factors and limits on carbon.

How to Participate in this Search: To be considered,investment management firms must comply with the requirements (1) – (3) listed below:

1. All firms shall carefully review the Notice of Search and the Minimum Requirements described in Section III(B) of the Investment Manager Notice of Search. Interested Firms that meet the Minimum Requirements must enter their information in the following databases to be considered by each of the Investment Consultants. The Investment Consultants will review the databases and provide BAM with a written report identifying the Firms  that meet the Minimum Requirements.

1. 1. For Callan, Firms must submit their information directly to the Investment Consultant’s database (CallanDNA). Information on requirements for entering information into these databases can be found at http://www.callan.com (click on “For Investment Managers & Advisors>Investment Manager”). In addition, for Callan, managers are requested to email nycers@callan.com to confirm (1) their interest in this search and (2) for what specific product(s).  In the subject line please use “Equity Index Manager Search.”

1. 1. For Wilshire, Firms must submit their information directly to the Investment Consultant’s database (Wilshire Compass).  Information on requirements for entering information into these databases can be found at: compassportal.wilshire.com. All inquiries to Wilshire are to be sent to investmentsearch@wilshire.com .

1. For Goldman Sachs Rocaton, NEPC and Segal Marco Advisors, Firms must enter their information into eVestment Alliance’s database. Information on requirements for entering information into these databases can be found at https://www.evestment.com (click on “Submit My Data”).

1. All firms must ensure that they completely identify their firm and product information in the aforementioned databases. Additionally, firms must ensure that the information (such as organization, product, returns, portfolio characteristics and AUM data) is current and accurate as of March 31, 2026.

1. There is no fee for entering information into the aforementioned databases.  Firms are advised that information in the database may become part of any pool contract that results from this Search.

1. Current and accurate data must be in the aforementioned databases by the deadline stated in Section I of this Notice of Search, at which time the respective Investment Consultant shall commence its review of the database.

Consistent with the policies expressed by the City of New York, participation by minority-owned and women-owned businesses or partnering arrangements with minority-owned and women-owned investment firms are encouraged. Additionally, participation by small and New York City-based businesses is also encouraged.

The Notice of Search which fully describes the scope of the search, minimum requirements, how to participate and the evaluation process will be available for download from the Comptroller’s website, www.comptroller.nyc.gov , on or about June 12, 2026.  To download the Notice of Search, from the Comptroller’s website, select “RFPs & Solicitations” then “Notice of Search for “Equity Index Investment Management Products and Services” and complete the form. Questions about the Notice of Search should be transmitted by e-mail to Samantha Bobb, Deputy Director of Contracts at EquitySearch2026@comptroller.nyc.gov by June 25, 2026by 3:00 PM EST.

Commodity Codes

• NAICS 541611Administrative Management and General Management Consulting Services

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