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Current RFP
Infrastructure Mandate
The Metropolitan Water Reclamation District Retirement Fund (Fund) is requesting proposals from investment management firms (Investment Manager) interested in providing Infrastructure products (Mandates). The Fund is seeking a verifiable track record in the strategy. The size of the mandate is expected to represent 3-5% of Fund assets or approximately $50.0 million - $80.0 million. Responses are due on Friday, February 21, 2025.
Click here to read the full RFP
Click here to read responses to manager RFP questions.
Website Development and Services
At the February 26, 2025, Retirement Board meeting, staff presented its decision to defer the website development project until the fourth quarter of 2025.
Click here to read the full RFP.
Click Here for Responses to Vendor Questions
Policies
Investment Services Procurement Policy
Professional Services 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
Data Management Services . . .Managed Business Solutions, Colorado Springs, CO
PAS Consultant . . . . . . . . . . . . . . . . . . . . .Provaliant Retirement LLC, Scottsdale, AZ
