Deferred Compensation Plan Small Cap Equity Fund Services

Overview

Financial, Legal, HR & Staffing

New York, New York, United StatesPosted 2 months agoDeadline: April 2nd, 2026

Fit Score

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SUMMARY

Seeking minority or women-owned businesses to manage small cap equity investments for a government deferred compensation plan in New York.

KEY REQUIREMENTS

Provide US small-cap equity core investment management services
Submit product information to Segal Marco Advisors
Complete submission of product information no later than April 2nd, 2026, 4:30 PM Eastern Time
Proposals from certified minority-owned and/or women-owned businesses are encouraged
Proposals that include partnering arrangements with certified minority-owned and/or women-owned firms are encouraged
Proposals from small and New York City-based businesses are encouraged

BUDGET

Estimate

$500,000 – $2,000,000

TIMELINE

March 5th, 2026: Publication Date

April 2nd, 2026: Submission of product information due by 4:30 PM Eastern Time

Issuing Agency

Office of Labor Relations

Organization overview and procurement intelligence available on paid plans.

See Issuer Research

DESCRIPTION

The government authority in New York seeks a vendor to provide deferred compensation plan small cap equity fund services. This includes US small-cap equity core investment management services for the Small Cap Equity Fund option of the plan. The objective is to achieve long-term growth of capital by investing primarily in stocks of smaller, rapidly growing companies.

This opportunity is set aside for certified minority-owned and/or women-owned businesses. Details of the full RFP are not available at this time.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.