Government Contract | Ohio
Proxy Voting Advisory Services

Bid Information

Bid Alert No: 00000601785

Bid Title: Proxy Voting Advisory Services

Agency Bid No. Title: Not Stated

Received Date: 06/16/2016

Close Date: 06/24/2016

Purchase Type: Not Stated

Delivery Point:

Delivery Date: Not Stated


Specifications include, but are not limited to:SERS is seeking a qualified firm to provide independent proxy voting and corporate governance research. The firm selected will provide comprehensive research and support services to SERS related to proxy voting for all SERS investments in U.S. and non-U.S. equities. A qualified firm must have provided the services requested for a minimum of five (5) years. The selected firm must be able to provide services that include the following features: Proxy voting agent services: oWeb-based proxy voting platform customized to implement SERS Proxy Voting Guidelines. oVoting notifications for U.S. and non-U.S. companies. oAccurate historical archive of SERS proxy voting records. oAbility to produce statistical SERS voting reports on a quarterly and annual basis, and other related reports as requested. Corporate governance research: oIndependent proxy voting research services including company-specific analysis and advisory voting recommendations that fully integrate with the web-based proxy voting platform. oResearch and related reports on corporate governance issues and trends including but not limited to environmental, social, and governance (ESG) issues. o Assistance with the development of SERS-specific policies, company screening and analysis. o Potential educational presentation(s) to our Board of Trustees.

Bid Related Documents

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Product Code: 91858

Agency Information

Issuing Agency: School of Employees Retirement System of Ohio (SERS)

State: Ohio

Agency Type: State and Local

Contact: Julie Deisler 300 E. Broad St., Suite 100, Columbus, Ohio, 43215-3746

Phone: 614-222-5985




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