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Current RFPs
Investment Consultant RFP
Pursuant to 40 ILCS 5/1-113.5 (a.5), the Metropolitan Water Reclamation District Retirement Fund (the “Fund”) is requesting proposals from qualified investment consulting firms (“Firms” or “Investment Consultants”) interested in providing general investment consulting services to the Fund’s Board of Trustees and to assist the MWRDRF investment staff for a period up to, but not exceeding, five (5) years.
Private Credit RFP
The Metropolitan Water Reclamation District Retirement Fund (Fund) is requesting proposals from investment management firms (Investment Manager) interested in providing Private Credit products (Mandates) with a US-focused geographic target exposure. The size of the Mandates in aggregate is expected to represent 3%-5% of Fund assets or approximately $40 million - $70 million.
Recent RFPs
There have been no contracts awarded within the last three (3) months.
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
