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Compass

The SWFI Compass module is a valuable tool for investors who want to stay up-to-date on the latest investment news and to find the information they need to make informed investment decisions. Here are some of the specific benefits that the SWFI Compass module can offer investors in the investment sector: Improved visibility: The Compass module can help investors to see the big picture and to understand the relationships between different investments, companies, and industries. Enhanced decision-making: The Compass module can help investors to make better investment decisions by providing them with access to the latest information and insights. Increased efficiency: The Compass module can help investors to save time and effort by providing them with a centralized location for all of their investment research. Dashboard Compass Module is guide to seamless data exploration. Discover key insights on opportunities, RFPS, regions, investments, and entities. Effortlessly navigate through interactive tables and dynamic visualizations. Refine searches with advanced filters for data-driven decision-making. Let the Compass lead you to actionable intelligence.

Retrieve all RFPs and Opportunities

Retrieve a list of RFPs and Opportunities based on your query parameters.

Get/compass

Query Parameters

before_created_at
TYPEstring
Restrict the response to rfps/opportunities created_at before the set time.

after_created_at
TYPEstring
Restrict the response to rfps/opportunities created_at after the set time.

before_due_at
TYPEstring
Restrict the response to rfps/opportunities due_at before the set time.

after_due_at
TYPEstring
Restrict the response to rfps/opportunities due_at after the set time.

before_posted_at
TYPEstring
Restrict the response to rfps/opportunities posted_at before the set time.

after_posted_at
TYPEstring
Restrict the response to rfps/opportunities posted_at after the set time.

name
TYPEstring
Restrict the response to rfps/opportunities with the search phrase in the name field.

type
TYPEstring
Restrict the response to rfps/opportunities that match the specific type provided. Possible values: "RFP" and "Opportunity"

amount_gte
TYPEinteger
Restrict the response to rfps/opporunities where the amount field is greater than or equal to the value provided.

amount_lte
TYPEinteger
Restrict the response to rfps/opporunities where the amount field is less than or equal to the value provided.

currency
TYPEstring
Restrict the response to rfps/opportunities that match a currency abbreviation.

entity_id
TYPEstring
Restrict the response to rfps/opportunities that match a valid entity_id.

country
TYPEstring
Restrict the response to rfps/opportunities that match the specific country provided.

region
TYPEstring
Restrict the response to rfps/opportunities that match the specific region provided.

investment_type
TYPEstring
Restrict the response to rfps/opportunities that match the specific investment_type provided.

limit
TYPEinteger
The number of records to return. Default value is 10. Maximum value is 100.

offset
TYPEinteger
Used for pagination, this is the number of records from a collection to skip. Default value is 0.

sort_field
TYPEstring
Returns files sorted by the specified field. Possible values: "created_at" and "updated_at". Default sort is "created_at".

sort_dir
TYPEstring
Determines the sort_field order direction of the results. Possible values: "ASC" or "DESC". Default is "DESC".
List RFPs and Opportunities
curl -v -X GET https://api.swfi.com/v1/compass?before_created_at=2022-10-17&after_created_at=2022-10-12&before_due_at=2022-10-17&after_due_at=2022-10-12&before_posted_at=2022-10-17&after_posted_at=2022-10-12&name=San%20Bernardino%20County&type=San%20Bernardino%20County&amount_gte=50000000&amount_lte=70000000&currency=USD&entity_id=598cdaa60124e9fd2d05bdc4&country=Norway&region=North%20America&investment_type=Active%20Fixed%20Income&limit=10&offset=0&sort_field=created_at&sort_dir=ASC \ 
-H "Accept: application/json" \ 
-H "Authorization: $API_KEY"

Success Response

HTTP Status 200
data
TYPEobject[]
An array of rfps and opportunities.

total_items
TYPEinteger
The total number of items matching the query regardless of pagination.
Example response
{
  "data": [
    {
      "_id": "604b15a895633a76cef4fd6b",
      "name": "San Bernardino County Employees Retirement Association Searches for EM Debt",
      "type": "RFP",
      "amount": 960000000,
      "amount_native": 960000000,
      "currency": "USD",
      "summary": "<p>The San Bernardino County Employees&rsquo; Retirement Association (SBCERA) administers an investment portfolio with approximately $12 billion in assets. SBCERA seeks one or more qualified investment management firms to actively manage portfolios within an asset class with an eight percent allocation to emerging markets debt.&nbsp;The retirement plan has an 8% allocation to emerging market debt, or roughly $960 million, and a 6% allocation to emerging market equities, or roughly $720 million.</p>\n<p>The search document, which details the minimum qualifications each respondent must meet in order to be considered, as well as the required County forms, is available on the SBCERA website: sbcera.org and at the website of SBCERA General Fund Consultant, NEPC: https://www.nepc.com/advertised-searches</p>\n<p>SCHEDULE OF EVENTS (all subject to change at discretion of SBCERA):</p>\n<p>March 8, 2021 RFP is posted on SBCERA and NEPC&rsquo;s website</p>\n<p>March 12, 2021 INQUIRIES - Inquiries and requests for interpretation or clarification of the RFP from potential bidders will be accepted only via email. All inquiries must be received no later than 3:00 pm EST, March 12, 2021. Email inquiries to SBCERAEMD@nepc.com</p>\n<p>March 19, 2021 RESPONSE TO INQUIRIES - Responses to and addenda resulting from requests for interpretation shall be posted to SBCERA.org and nepc.com no later than 3:00 pm EST.</p>\n<p>March 26, 2021 PROPOSALS DUE - Original proposals must be received by NEPC electronically by 3:00 pm EST.</p>\n<p>3rd Quarter 2021 MANAGER PRESENTATION TO SBCERA INVESTMENT COMMITTEE &ndash; Manager selected as finalist by the Investment Team at SBCERA will present to the Investment Committee for final selection.</p>\n<p>2nd Half 2021 CONTRACT BEGINS.</p>\n<p>Submittals received after the deadline will NOT be considered.</p>\n<p>Finalist candidates may be requested to submit additional copies of their proposal.</p>\n<p>Please direct any questions regarding the search to SBCERAEMD@nepc.com, with the name of your firm along with the phrase &lsquo;SBCERA EMD Search&rsquo; appearing in the subject line, prior to 3 P.M., Eastern Standard Time, on Friday, March 12, 2021.</p>\n<p>We invite and look forward to your participation in this search.</p>",
      "entity_name": "San Bernardino County Employees Retirement Association",
      "entity_id": "598cdaa60124e9fd2d05bdc4",
      "country": "United States",
      "region": "North America",
      "city": "",
      "due_at": "2021-03-26T00:00:00.000Z",
      "posted_at": "2021-03-11T00:00:00.000Z",
      "investment_type": "Active Fixed Income",
      "investment_tags": [
        "Active Emerging Market Debt"
      ],
      "consultants": [
        "NEPC, LLC"
      ],
      "created_at": "2021-03-12T07:18:00.051Z",
      "updated_at": "2021-03-12T07:34:28.206Z"
    },
    {
      "_id": "604b15496fa37076c3704d0a",
      "name": "San Bernardino County Employees Retirement Association Searches for EM Equities",
      "type": "RFP",
      "amount": 720000000,
      "amount_native": 720000000,
      "currency": "USD",
      "summary": "<p>The San Bernardino County Employees&rsquo; Retirement Association (SBCERA) administers an investment portfolio with approximately $12 billion in assets. SBCERA seeks one or more qualified investment management firms to actively manage portfolios within an asset class with a six percent allocation to emerging markets equity.&nbsp;</p>\n<p>The retirement plan has an 8% allocation to emerging market debt, or roughly $960 million, and a 6% allocation to emerging market equities, or roughly $720 million.</p>\n<p>The search document, which details the minimum qualifications each respondent must meet in order to be considered, as well as the required County forms, is available on the SBCERA website: sbcera.org and at the website of SBCERA General Fund Consultant, NEPC: https://www.nepc.com/advertised-searches</p>\n<p>SCHEDULE OF EVENTS (all subject to change at discretion of SBCERA):</p>\n<p>March 8, 2021 RFP is posted on SBCERA and NEPC&rsquo;s website</p>\n<p>March 12, 2021 INQUIRIES - Inquiries and requests for interpretation or clarification of the RFP from potential bidders will be accepted only via email. All inquiries must be received no later than 3:00 pm EST, March 12, 2021. Email inquiries to SBCERAEME@nepc.com</p>\n<p>March 19, 2021 RESPONSE TO INQUIRIES - Responses to and addenda resulting from requests for interpretation shall be posted to SBCERA and NEPC&rsquo;s website.</p>\n<p>March 26, 2021 PROPOSALS DUE - Original proposals must be received by NEPC electronically by 3:00 pm EST.</p>\n<p>3rd Quarter 2021 MANAGER PRESENTATION TO SBCERA INVESTMENT COMMITTEE &ndash; Manager selected as finalist by the Investment Team at SBCERA will present to the Investment Committee for final selection.</p>\n<p>2nd Half 2021 CONTRACT BEGINS.</p>\n<p>Submittals received after the deadline will NOT be considered. <br />Finalist candidates may be requested to submit additional copies of their proposal.</p>\n<p>Please direct any questions regarding the search to SBCERAEME@nepc.com, with the name of your firm along with the phrase &lsquo;SBCERA EME Search&rsquo; appearing in the subject line, prior to 3 P.M., Eastern Standard Time, on Friday, March 12, 2021.</p>\n<p>We invite and look forward to your participation in this search.</p>",
      "entity_name": "San Bernardino County Employees Retirement Association",
      "entity_id": "598cdaa60124e9fd2d05bdc4",
      "country": "United States",
      "region": "North America",
      "city": "",
      "due_at": "2021-03-26T00:00:00.000Z",
      "posted_at": "2021-03-11T00:00:00.000Z",
      "investment_type": "Active Equities",
      "investment_tags": [
        "Active Emerging Market Equities"
      ],
      "consultants": [
        "NEPC, LLC"
      ],
      "created_at": "2021-03-12T07:16:25.552Z",
      "updated_at": "2021-03-12T07:34:57.382Z"
    }
  ],
  "total_items": 10
}

Error Response

message
TYPEstring
A short, human-readable summary of the problem type.

status
TYPEinteger
The HTTP status code (RFC2616, Section 6) generated by the origin server for this occurance of the problem.
Example response
{
  "errors": [
      {
          "query_parameter": "sort_field",
          "message": "Value not in available options."
      }
  ],
  "status": 400
}

Retrieve one RFP or Opportunity

Retrieve one rfp/opportunity with links to associated resources.

Get/compass/:_id

Path Parameters

_id
REQUIRED
TYPEstring
Get information about a specific rfp or opportunity article.
Get RFP/Opportunity info
curl -v -X GET https://api.swfi.com/v1/compass/:_id \ 
-H "Accept: application/json" \ 
-H "Authorization: $API_KEY"

Success Response

HTTP Status 200
data._id
TYPEstring
Unique identifier for the rfp/opportunity.

data.name
TYPEstring
Familar name of the rfp/opportunity.

data.type
TYPEstring
Determines whether the record is an RFP or Opportunity. Possible values are Opportunity or RFP.

data.amount
TYPEnumber
The USD value of the record. Field can be 0 or an empty string.

data.amount_native
TYPEnumber
The value based on the native currency of the record. Field can be 0 or an empty string.

data.currency
TYPEstring
The currency abbreviation for the amount_native field.

data.summary
TYPEstring
General summary of the rfp/opportunity in HTML markup.

data.entity_name
TYPEstring
Name of the entity that posted the rfp/opportunity.

data.entity_id
TYPEstring
The unique entity identifier for the record.

data.country
TYPEstring
The specific country where the rfp/opportunity resides. See Countries for a list of all values.

data.region
TYPEstring
The specific region where the rfp/opportunity resides. See Regions for a full list.

data.city
TYPEstring
The city where the rfp/opportunity resides.

data.due_at
TYPEstring
Deadline for the rfp/opportunity. Field can be empty string.

data.posted_at
TYPEstring
When the rfp/opportunity was posted online or made public. Field can be empty string.

data.investment_type
TYPEstring
Category for the rfp/opportunity. See Investment Types for a full list.

data.investment_tags
TYPEobject[]
Can be used to group similar rfps/opportunities together. Array can be empty or a list of strings. See Investment Types for a full list.

data.consultants
TYPEobject[]
Array of strings of consultants associated to the rfp/opportunity. Array can be empty or a list of strings.

data.created_at
TYPEstring
The UTC time the rfp/opportunity was created.

data.updated_at
TYPEstring
The UTC time the rfp/opportunity was updated.
Example response
{
  "data": {
    "_id": "604b15a895633a76cef4fd6b",
    "name": "San Bernardino County Employees Retirement Association Searches for EM Debt",
    "type": "RFP",
    "amount": 960000000,
    "amount_native": 960000000,
    "currency": "USD",
    "summary": "<p>The San Bernardino County Employees&rsquo; Retirement Association (SBCERA) administers an investment portfolio with approximately $12 billion in assets. SBCERA seeks one or more qualified investment management firms to actively manage portfolios within an asset class with an eight percent allocation to emerging markets debt.&nbsp;The retirement plan has an 8% allocation to emerging market debt, or roughly $960 million, and a 6% allocation to emerging market equities, or roughly $720 million.</p>\n<p>The search document, which details the minimum qualifications each respondent must meet in order to be considered, as well as the required County forms, is available on the SBCERA website: sbcera.org and at the website of SBCERA General Fund Consultant, NEPC: https://www.nepc.com/advertised-searches</p>\n<p>SCHEDULE OF EVENTS (all subject to change at discretion of SBCERA):</p>\n<p>March 8, 2021 RFP is posted on SBCERA and NEPC&rsquo;s website</p>\n<p>March 12, 2021 INQUIRIES - Inquiries and requests for interpretation or clarification of the RFP from potential bidders will be accepted only via email. All inquiries must be received no later than 3:00 pm EST, March 12, 2021. Email inquiries to SBCERAEMD@nepc.com</p>\n<p>March 19, 2021 RESPONSE TO INQUIRIES - Responses to and addenda resulting from requests for interpretation shall be posted to SBCERA.org and nepc.com no later than 3:00 pm EST.</p>\n<p>March 26, 2021 PROPOSALS DUE - Original proposals must be received by NEPC electronically by 3:00 pm EST.</p>\n<p>3rd Quarter 2021 MANAGER PRESENTATION TO SBCERA INVESTMENT COMMITTEE &ndash; Manager selected as finalist by the Investment Team at SBCERA will present to the Investment Committee for final selection.</p>\n<p>2nd Half 2021 CONTRACT BEGINS.</p>\n<p>Submittals received after the deadline will NOT be considered.</p>\n<p>Finalist candidates may be requested to submit additional copies of their proposal.</p>\n<p>Please direct any questions regarding the search to SBCERAEMD@nepc.com, with the name of your firm along with the phrase &lsquo;SBCERA EMD Search&rsquo; appearing in the subject line, prior to 3 P.M., Eastern Standard Time, on Friday, March 12, 2021.</p>\n<p>We invite and look forward to your participation in this search.</p>",
    "entity_name": "San Bernardino County Employees Retirement Association",
    "entity_id": "598cdaa60124e9fd2d05bdc4",
    "country": "United States",
    "region": "North America",
    "city": "",
    "due_at": "2021-03-26T00:00:00.000Z",
    "posted_at": "2021-03-11T00:00:00.000Z",
    "investment_type": "Active Fixed Income",
    "investment_tags": [
      "Active Emerging Market Debt"
    ],
    "consultants": [
      "NEPC, LLC"
    ],
    "created_at": "2021-03-12T07:18:00.051Z",
    "updated_at": "2021-03-12T07:34:28.206Z"
  }
}

Error Response

message
TYPEstring
A short, human-readable summary of the problem type.

status
TYPEinteger
The HTTP status code (RFC2616, Section 6) generated by the origin server for this occurance of the problem.
Example response
{
  "errors": [
      {
          "path": "/v1/aum/:_id",
          "message": "Not Found"
      }
  ],
  "status": 404
}
Documentation as of 10/19/2022