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Current RFPs

RFP for Investment Consulting Services 2019

On March 27, 2019, the Metropolitan Water Reclamation District Retirement Fund Board of Trustees made the decision to hire Marquette & Associates for general investment consulting services for a five-year period effective June 1, 2019.

 

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., Naperville, IL

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

Auditor. . . . . . . . . . . . . . . . .. . . . . . .. . . Legacy Professionals, LLP, Westchester, 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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