PBGC intends to increase the Fixed income Investment Managers from its current level to provde more manager diversificatgion. PBGC anticipates hiring multiple managers capable of managing fixed income assets in two or more fixed income strategies.
Award Notice Posted
- Solicitation number
- PBGC01-RP-10--0003
- Awarded
- to J.p. Morgan Investment Management Inc.
- Set-aside
- No set-aside
Opportunity facts
- Contract number
- PBGC01CT110002 Federal contract award
- NAICS code
- 523920 Portfolio Management
- PSC
- Not on record
- Place of performance
- Contractor Site, United States
Notice details come from SAM.gov. Updated .
Notice text
2 versions
Update #2 · Latest ·
Page 56 of the RFP is hereby revised to extend the due date for Questions as follows:
Questions shall be submitted due by close of business on Tuesday, December 29, 2009.
Update #1 ·
The investment manager (hereinafter referred to as contractor) shall provide active investment management services for fixed income portfolios that will, over a full market cycle, provide a total rate of return which exceeds the benchmark of the respective portfolio, consistent with appropriate levels of risk.
Investments of Trust Fund assets for this mandate may include fixed income and derivative products that are obligations of both domestic (U.S.) and non-U.S. issuers. The contractor shall exercise best efforts to select securities suitable and appropriate to the PBGC's mission. Diligent effort shall be exercised to avoid the purchase of a security where the PBGC is likely to terminate the issuers underfunded pension plan.
I. SCOPE OF WORK
The contractor shall be responsible for providing active investment management and related services for fixed income portfolios. The portfolios shall be invested in one or more of the five fixed income strategies listed below:
Strategies:
1. Core Fixed Income
2. Global Fixed Income
3. Long Duration Fixed Income
4. Emerging Markets Debt
5. High Yield
Files
| File | Type | Posted |
|---|---|---|
| PM_05_6.pdf | ||
| PM_05_6.pdf | ||
| Questions and Answers.doc | DOC document | |
| FI RFP 12-18-09 Final CID.doc | DOC document | |
| FirmjLvlTechEvalQstnrTable - 12-16-09.xls | XLS spreadsheet | |
| SF1449- RFP.pdf | ||
| FI RFP 12-17-09 Final CID.doc | DOC document | |
| ProdLvlTechEvalQstnrTable 12-17.xls | XLS spreadsheet | |
| ProdLvlTechEvalQstnrTable - 12-16-09.xls | XLS spreadsheet |
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