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Current RFPs

 

International Equity

The Metropolitan Water Reclamation District Retirement Fund (Fund) is requesting proposals from investment management firms (Investment Manager) interested in providing actively managed International Developed Countries Equity products (Mandates).  Mandates considered will include Large Cap, All Cap, and Small Cap. The Board of Trustees (Board) is soliciting firms that provide the Mandates requested, ranging from $50 million - $100 million.

Click here to download the Developed International Equity RFP

Click here for RFP submitted Questions and Answers

 

PAS Replacement

The Metropolitan Water Reclamation District Retirement Fund (Fund) is requesting proposals from Pension Administration System developers interested in engaging in the Fund's Pension Administration Replacement Project. The main RFP can be found by clicking the link below.

PAS Replacement RFP 

On February 23, 2022, the Board approved staff to enter into contract negotiations with Levi, Ray & Shoup for the PAS Replacement project. The PAS Replacement project has been formally named Project Ascent.

 

Policies

Procurement Policy for Investment Advisers

Procurement Policy for Investment Consultants

Fiduciaries Diversity 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

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