ID: RFP-20-25-02

The State Universities Retirement System of Illinois (SURS) requests proposals from qualified firms to provide investment management services for long-only Convertible Bond Strategy products. SURS will consider U.S. and Global strategies. SURS is issuing the RFP for due diligence purposes, to ensure its receipt of quality services in a cost-effective manner.

Document NameDatePages
Convertible Bond StrategiesJanuary 24, 202533
Convertible Bond Strategies – Microsoft WordJanuary 24, 202533
Appendix B – Diversity Disclosure – Microsoft ExcelJanuary 24, 20252
Appendix E – Sustainability DisclosureJanuary 24, 20251

Schedule

DescriptionDate
Quiet Period BeginsJanuary 24, 2025
RFP IssuedJanuary 24, 2025
Responder Questions DueFebruary 14, 2025, 4:30 p.m. CT
Responses to QuestionsFebruary 21, 2025, 4:30 p.m. CT
RFP Responses Due on or BeforeMarch 7, 2025, 4:30 p.m. CT
EvaluationsMarch– April, 2025
Candidate InterviewsApril 2025
Estimated Selection DateJune 5, 2025