ID: RFP-20-22-01

The State The State Universities Retirement System of Illinois (SURS) requests proposals from qualified firms to provide investment management services for long volatility or tail risk strategies. SURS is issuing the RFP for due diligence purposes, to ensure its receipt of quality services in a cost-effective manner.

Document NameDatePages
Long Volatility/Tail RiskNovember 1, 202131 
Long Volatility/Tail Risk – Microsoft WordNovember 1, 202131
Appendix E – SURS Diversity DisclosureMicrosoft ExcelNovember 1, 20213
Appendix F – SURS DEI QuestionnaireMicrosoft WordNovember 1, 20212
Appendix G – Morningstar Diversity Data ToolkitPDFNovember 1, 20212

Schedule

DescriptionDate
Quiet Period BeginsNovember 1, 2021
RFP IssuedNovember 1, 2021 
Responder Questions DueNovember 18, 2021
Responses to QuestionsNovember 30, 2021
RFP Responses Due 4:30 p.m. CSTDecember 16, 2021
EvaluationsDecember 2021 – January 2022
InterviewsFebruary 2022
Selection by SURSMarch 10, 2021

All dates subject to change at SURS discretion