ID: RFP-20-24-01

The State Universities Retirement System of Illinois (SURS) requests proposals from qualified firms to provide investment management services for active, equity short extension strategy products with leverage levels ranging from 110/10 to 150/50. SURS will consider U.S., EAFE, World, and other index markets. Strategies should seek to maintain a net market exposure of 100% (Beta of 1.0). SURS is issuing the RFP for due diligence purposes, to ensure its receipt of quality services in a cost-effective manner.

Document NameDatePages
Equity Short Extension StrategiesJune 03, 202437
Appendix B – Diversity DisclosureMicrosoft ExcelJune 03, 20244
Appendix E – Sustainability DisclosureJune 03, 20241

Schedule

DescriptionDate
Quiet Period BeginsJune 3, 2024
RFP IssuedJune 3, 2024
Responder Questions DueJune 21, 2024, 4:30 p.m. CT
Responses to QuestionsJune 28, 2024, 4:30 p.m. CT
RFP Responses Due on or BeforeJuly 12, 2024, 4:30 p.m. CT
Evaluations and InterviewsJuly – August, 2024
Selection CommitteeAugust – September, 2024
Anticipated Project StartOctober 24, 2024