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General Investment Consultant

General Investment Consultant

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Posted: 
October 23, 2017

The State Universities Retirement System (SURS) is requesting proposals from investment consulting firms to provide general consulting services to SURS Investment Staff and Board of Trustees. This is a non-discretionary, full-retainer mandate. SURS will retain discretion over all manager/fund selection decisions.

Private markets assets classes in the SURS portfolio currently include real estate, private equity, hedge funds, infrastructure, and commodities. Respondents to this RFP are encouraged to describe ways in which they believe their firm's capabilities are unique and add compelling value. This search was authorized by the Board of Trustees and seeks to identify potential full-service general retainer investment consultants. The consultant will report to the Board of Trustees and will also be required to work with and provide assistance to the SURS investment staff. It is anticipated that SURS will enter into a five (5) year contract with the consultant, in accordance with the provisions of section 113.14 of the Illinois Pension Code (40 ILCS 5/1-113.14).

General Consultant RFP - Date
Pages
General Investment Consultant RFP October 23, 2017
16
General Investment Consultant RFP - Microsoft Word October 23, 2017
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General Consultant RFP - Appendix A Minimum Qualification Certification - Microsoft Word October 23, 2017
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General Consultant RFP - Appendix B-1 Diversity Disclosure - Microsoft Word October 23, 2017
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General Consultant RFP - Appendix B-2 Compensation and Economic Opportunity Disclosure - Microsoft Word October 23, 2017
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General Consultant RFP - Appendix C General Consulting Questionnaire - Microsoft Word October 23, 2017
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General Consultant RFP - Appendix D Fee Proposal - Microsoft Word October 23, 2017
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General Consultant RFP - Appendix E - SURS Investment Information October 23, 2017
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General Consultant RFP - Appendix F Manager Performance Dashboard October 23, 2017
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General Consultant RFP - Question and Answer Document November 08, 2017
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Schedule

Description Date
Quiet Period Begins October 19, 2017
RFP Issued October 23, 2017
Deadline for Responder Questions November 2, 2017
Response to Questions November 10, 2017
RFP Responses Due 4:30 p.m. CST November 21, 2017
Evaluations December 2017/January 2018
Candidate Interviews January 16-17, 2018
Selection February 1, 2018
All dates subject to change at SURS discretion
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