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Investment Consultant

Investment Consultant

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Posted: 
July 7, 2017

The State Universities Retirement System of Illinois (SURS) is seeking proposals from qualified firms to provide general investment consulting and/or specialty consulting services in the areas of defined contribution, real estate, hedged strategies and private equity.

Document Name Date
Pages
Investment Consultant RFP July 07, 2017
15
Investment Consultant RFP - Microsoft Word July 07, 2017
15
Specific Services Requested from the Investment Consultant - Microsoft Word July 07, 2017
7
Appendix A Minimum Qualification Certification - Microsoft Word July 07, 2017
1
Appendix B-1 Diversity Disclosure - Microsoft Word July 07, 2017
2
Appendix B-2 Compensation and Economic Opportunity Disclosure - Microsoft Word July 07, 2017
2
Appendix C-1 General Consulting Questionnaire - Microsoft Word July 07, 2017
6
Appendix C-2 Real Estate Consulting Questionnaire - Microsoft Word July 07, 2017
7
Appendix C-3 Private Equity Consulting Questionnaire - Microsoft Word July 07, 2017
7
Appendix C-4 Hedged Strategies Consulting Questionnaire - Microsoft Word July 07, 2017
6
Appendix C-5 Defined Contribution Consulting Questionnaire - Microsoft Word July 07, 2017
6
Appendix D Fee Proposal - Microsoft Word July 07, 2017
1
Appendix E - SURS Investment Information July 07, 2017
19

Schedule

Description Date
Quiet Period Begins June 09, 2017
RFP Issued July 10, 2017
Deadline for Responder Questions July 21, 2017
Response to Questions July 28, 2017
RFP Responses Due 4:30 p.m. CST August 11, 2017
Evaluations August/September 2017
Candidate Interviews October/November 2017
Selection December 17, 2017
* Subject to change at SURS discretion
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