Our manager searches are driven by the understanding that each of our clients has a unique set of needs, concerns, and priorities
If you are interested in participating in any of the investment manager searches currently posted to our website, click below to download the RFP.
Search Description
The Board Members of the Plymouth County Retirement Association (hereinafter “Board”) are seeking proposals from managers with a demonstrated ability to manage a portfolio overlay strategy.
The Board intends to commit approximately $25 million, to one portfolio overlay manager. The objective of this Request for Proposal shall be to identify manager(s) whose expertise will best meet the Board’s goals and needs. The Board reserves the right to reject any and all proposals at its discretion.
The selected manager(s) must have familiarity with, and agree to comply with Massachusetts General Laws, Chapter 32 and Chapter 176, the regulations of the Massachusetts Division of Public Employee Retirement Administration Commission, 840 CMR, and the PERAC Placement Agent Policy. Please see http://www.mass.gov/perac/ for details. All materials submitted in connection with this search may be subject to disclosure consistent with Massachusetts Public Record laws.
All bidders are hereby advised that any proposal selected shall be subject to (1) approval of the Board, (2) a written contract and (3) approval of the engagement by the Massachusetts Public Employee Retirement Administration Commission (PERAC).
Any questions pertaining to this Request for Proposal are to be emailed directly to:
Ryan Lobdell
[email protected]
Greg Price
[email protected]
For a copy of the RFP: Please follow the link below. All submissions are to be completed through DiligenceVault.
https://app.diligencevault.com/#/login?redirectId=6910557E-0B27-4C5B-B14D-F9998DC2D7F3
OVERVIEW
The Board of Trustees (“Board”) of the Park Employees’ and Retirement Board Employees’ Annuity and Benefit Fund of Chicago (the “Fund”) hereby issues a request for competitive proposal (“RFP”)from investment advisory firms that are a Minority-owned business, a Women- owned business, or a business owned by a person with a disability, as those terms are defined in the Fund’s Procurement Policy for Investment Advisers (“MWDBE”), interested in providing a Core Investment Grade Fixed Income strategy(s). All formsneeded for submitting a response to this RFP are available on the Fund’s website at https://www.chicagoparkpension.org/core-bond-rfp/ and the consultant’s website at https://meketa.com/manager-center/request-for- proposal/.
Firms submitting proposals (“Respondents”) to this RFP are responsible for monitoring the Fund’s website for information pertaining to the RFP, while the RFP is outstanding.
It is the public policy of the State of Illinois to encourage the Board to increase the racial, ethnic, and gender diversity of its fiduciaries to the greatest extent feasible within the bounds of financial and fiduciary prudence. In furtherance of this public policy and the requirements of the Illinois Pension Code (40 ILCS 5/1-109.1), it is the Board’s goal to use its best efforts to increase the racial, ethnic, and gender diversity of its fiduciaries, including its external investment managers. Consistent with that goal, the Board will only consider emerging investment managers, as defined in the Fund’s Procurement Policy for Investment Advisers, and MWDBE investment managers that meet the required capabilities for this RFP. If there are multiple emerging or MWDBE Respondents that meet the criteria set forth in the RFP, then the Board may choose the most qualified firm or firms to present.
RFP TIMELINE AND MANDATE SIZE
Date of Issue: May 15, 2023
RFP Submission Due Date: June 15, 2023
Mandate Sizes: approximately $23 million
For a copy of the RFP: Please follow the link below. All submissions are to be completed through DiligenceVault.
https://app.diligencevault.com/#/login?redirectId=E9DF7B51-5323-4BD7-AC6B-5DF7A3BA2129
OVERVIEW
The Board of Trustees (“Board”) of the Park Employees’ and Retirement Board Employees’ Annuity and Benefit Fund of Chicago (the “Fund”) hereby issues a request for competitive proposals (“RFP”)from investment advisory firms that are a Minority-owned business, a Women- owned, or a business owned by a person with a disability, as those terms are defined in the Fund’s Procurement Policy for Investment Advisers (“MWDBE”), interested in providing a Short Duration Investment Grade Fixed Income strategy(s). All forms needed for submitting a response to this RFP are available on the Fund’s website at https://www.chicagoparkpension.org/short-duration-rfp/and the consultant’s website at https://meketa.com/manager-center/request-for-proposal/.
Firms submitting proposals (“Respondents”) to this RFP are responsible for monitoring the Fund’s website for information pertaining to the RFP, while the RFP is outstanding.
It is the public policy of the State of Illinois to encourage the Board to increase the racial, ethnic, and gender diversity of its fiduciaries to the greatest extent feasible within the bounds of financial and fiduciary prudence. In furtherance of this public policy and the requirements of the Illinois Pension Code (4 ILCS 5/1-109.1), it is the Board’s goal to use its best efforts to increase the racial, ethnic, and gender diversity of its fiduciaries, including its external investment managers. Consistent with that goal, the Board will only consider emerging investment managers, as defined in the Fund’s Procurement Policy for Investment Advisers, and MWDBE investment managers that meet the required capabilities for this RFP. If there are multiple emerging or MWDBE Respondents that meet the criteria set forth in the RFP, then the Board may choose the most qualified firm or firms to present.
RFP TIMELINE AND MANDATE SIZE
Date of Issue: May 15, 2023
RFP Submission Due Date: June 15, 2023
Mandate Sizes: approximately $17 million
For a copy of the RFP: Please follow the link below. All submissions are to be completed through DiligenceVault.
https://app.diligencevault.com/#/login?redirectId=704997A9-44FE-4F40-8AD9-06C5678A9466