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Current RFPs
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
Procurement Policy for Investment Advisers
Procurement Policy for Investment Consultants
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
