Meketa is in the process of identifying qualified firms to provide comprehensive global custody services and other services required by the Hawaii EUTF such as securities lending, performance measurement, investment policy compliance monitoring, risk analytics, and short-term cash management programs for the OPEB Trust and the EUTF Trust Fund portfolios. A detailed description of these services is set forth in the Scope of Work section. When responding to this Request for Information (“RFI”), we encourage you to describe the ways in which you believe your organization’s service capability is unique or would add particular value. Please be succinct in your answers and, if certain services cannot be provided, please state so where appropriate. Please note that in order to be considered, your firm must meet the Required Minimum Qualifications, as well as sufficiently fulfill the Preferred Criteria – both of which are described in this RFI.
If you have any questions relating to this RFI, please contact Mr. Colin Bebee. We request the completion and return of this RFI to Meketa and EUTF Staff no later than 5:00 PM PT, Friday, December 6, 2024. If interested, please submit one (1) electronic copy of the completed RFI via email to both Colin Bebee and David Okamoto.
| Colin Bebee, CFA Managing Principal Meketa Investment Group, Inc. [email protected] |
David Okamoto, CFA Chief Investment Officer [email protected] |
Except for Mr. David Okamoto, please do not contact any other members of the EUTF Staff or Board of Trustees about this RFI or related processes.
The anticipated contract start date is July 1, 2025. The details of the final contract/relationship may vary from what is described in this RFI but will be agreed upon by the EUTF and the selected vendor.