Teacher Retirement System of Texas

Buyer seeks a comprehensive Shareholding Disclosure Solution to identify and automatically disclose regulatory, short selling, legal, or any other market/exchange-related regulations associated with pension investment holdings. The solution must process position data provided by buyer to detect holdings exceeding disclosure thresholds. Buyer requires a system that supports various security products including equities, futures, fixed income, options, and swaps.

• 4/2/2025 - Issuance of RFP
• 4/9/2025 - Pre-Proposal Conference
• 4/14/2025 - Deadline for Submission of Questions
• 5/5/2025 - Proposal Due Date

• Provide comprehensive shareholder disclosure rule library covering MSCI markets
• Accurately aggregate all relevant positions subject to filing requirements
• Meet minimum cybersecurity standards with SOC 2 Type II or ISO 270001
• Obtain TX-RAMP certification before contract execution

• Provide comprehensive shareholder disclosure rule library covering MSCI markets
• Monitor investment positions against regulatory thresholds
• Generate disclosure reports and filing alerts
• Support multiple securities types including equities and derivatives
• Deliver customizable user interface with dashboard and task calendar
• Process TRS position data to identify disclosure requirements
• Export reports in multiple formats with all data fields
• Maintain rules evaluation platform with customization options
• Track historical disclosures with revision capabilities
• Provide 24/7 global support services