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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. 

Private Credit RFP

Private Credit RFP Q&A

 

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

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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