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Current RFPs

 

Core Open-End Real Estate Fund Manager Search

At the October 25, 2017 Board meeting, the Trustees approved an allocation of 5% of total assets to Core Open-End Real Estate or approximately $70 million. 

The allocation will be split between the following 2 Funds: 

  • Deutsche RREEF America  Reit II - 2.5% of total assets or approximately $35 million 
  • UBS Trumbull Property Fund – 2.5% of total assets or approximately $35 million

 

RFP for Actuarial Services

At the September 27, 2017 Board meeting, the Trustees made the decision to retain Foster & Foster Actuaries and Consultants to provide actuarial services to the Metropolitan Water Reclamation District Retirement Fund for 2017.

 

 

Policies
Procurement Policy for Investment Advisers

Procurement Policy for Investment Consultants

Fiduciaries Diversity Policy

Businesses Diversity Policy

 

Sample IMA
In accordance with PA 96-0006, the following sample Investment Management Agreement (IMA) provides an illustration of the agreement required between the manager selected and MWRDRF.
Investment Management Agreement

 

Business Directory:

Current Consultants and Contractors

(Exclusive of Investment Managers)


Actuary. . . . . . . . . . . . . . . . . . . . . . . . . . Foster & Foster Inc., Oak Brook Terrace, IL

Attorney. . . . . . . . . . . . . . . . . . . .Jacobs, Burns, Orlove and Hernandez, Chicago, IL

Auditor. . . . . . . . . . . . . . . . . . . . . . . . . . . . .  Legacy Professionals, LLP, Chicago, IL

Investment Consultant. . . . . . . . . . . . . . . . . . Marquette Associates, Inc., Chicago, IL
 
Database Developer. . . . . . . . . Novitas Business Technology Solutions, Chicago, IL

Web Developer. . . . . . . . . . . . . . . . Lakeshore Concepts Corporation, St. Charles, IL

 

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