Preliminary Request for Information
Meketa is seeking proposals for a potential complementary allocation to an existing Systematic Trend Following portfolio on behalf of a public fund client. The client’s portfolio currently contains an allocation of approximately $900 million to Systematic Trend Following. The current portfolio consists of two managers who can be characterized as prototypical, medium-term trend followers. In an effort to enhance the portfolio, the client is interested in complementary approaches to trend following that incorporate additional markets (e.g., alternative trend) and/or faster models (e.g., short-term trend). The allocation would represent a portion of the current $900m portfolio (e.g., $200-300m). For the purposes of this RFI, traditional Systematic Trend Following strategies (e.g., strategies that are similar to those found in the SocGen Trend Index) are not appropriate. If interested, please complete the questionnaire below. Please keep responses as short/concise as possible.
Responses are due by Friday, June 27th at 5PM PT.
Link to RFI via DiligenceVault:
https://app.diligencevault.com/#/login?redirectId=C5514C68-E109-4A2A-8F14-1E6D39BF569B