Investment Management Software and Product Support Services

The Hawaii Employer-Union Health Benefits Trust Fund (EUTF) is seeking quotes for investment management software and accompanying product support services. The EUTF is interested in a minimum two-year base subscription period. The successful Offeror may be required to enter into a formal contract with the EUTF. The scope of work includes data collection and aggregation, total portfolio analysis, and private market functionality. • Data collection and aggregation • Total portfolio analysis • Private market functionality • Manager CRM • Workflow/task manager • Product support services The initial contract period will be for two years, commencing upon receipt of all necessary approvals and full execution of a contract with the EUTF, with contract options to possibly renew for two additional one-year periods after the first two years, subject to mutual agreement between the successful Offeror and the EUTF.