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Current RFPs

 

Core Open-End Real Estate Fund Manager RFP

The Metropolitan Water Reclamation District Retirement Fund is requesting proposals from investment management firms interested in providing Core Open-End Real Estate investment management services. The RFP due date is 3:00 PM CST on August 4, 2017. Respondents must complete the RFP and the Real Estate Datasheet.

RFP

Datasheet

 

RFP for Actuarial Services

The Metropolitan Water Reclamation District Retirement Fund requests proposals from qualified actuarial consulting firms to provide a range of actuarial services to the Fund. The RFP due date is 4:30 PM CST on August 11, 2017.

RFP

Actuarial Services RFP Response to Questions

 

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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