Attachment_1_Statement_of_Work.pdf
PDF 11 KB Posted
- Solicitation number
- SECHQ1-15-Q-0189
- Issued by
-
Securities and Exchange Commission
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Attachment 1 - Statement of Work
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Other files
| File | Type | Posted |
|---|---|---|
| Attachment_3_Redacted_Sole_Source_Justification.pdf | ||
| Attachment_2_Pricing.xlsx | XLSX spreadsheet |
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Statement of Work
The U.S. Securities and Exchange Commission (SEC) requires data in structured format that provides detailed information on investment managers and pension fund consultants.
The database shall include data elements for investment managers, pension fund consultants, investment firms, mutual funds and separately managed accounts, including directory information, product type, strategy, peer groups, investment specialties, performance, portfolio information, assets by year, average account size, and asset allocation. These data shall be updated as least monthly.
The information shall be available for downloading in compressed zip files, in a format compatible with the PerTrac Analytical Platform SQL Version. The database shall reside on an SEC server where it will be used by 52 users for analysis and to produce reports. The vendor shall provide documentation including a list of data fields and their definitions.
File details come from the government source that posted it. Updated .