Asset Liability Management Study Service
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
KEY REQUIREMENTS
BUDGET
EstimateTIMELINE
Date of EOI: March 27th, 2026
Closing Date for Receipt of EOI: April 8th, 2026
Final report delivery: July 2027
Issuing Agency
United Nations Procurement Division
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
A government authority in New York is seeking a vendor to conduct an Asset Liability Management (ALM) study. The selected firm will assist the Board in managing investments, meeting funding obligations, and ensuring long-term solvency.
The ALM study will supplement actuarial valuations and support strategic investment and risk governance decisions. Key tasks include developing and assessing long-term strategic asset allocation, creating a reference portfolio framework to act as a policy anchor, and analyzing the reasonableness of long-term investment return assumptions under a variety of modelled outcomes. The engagement also involves evaluating funded status and solvency results across multiple economic, financial, and demographic scenarios.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.