The ERS is looking to place assets with a Manager that can perform the following services: Provide monthly and quarterly reporting to ERS and the Investment Consultant. Complete quarterly and/or monthly requests for information from the Investment Consultant. Participate in meetings or conference calls as needed. D. Submission of Proposals Proposals should first indicate whether or not the firm meets all the minimum requirements stated in Part B and provide a checklist of each requirement met. Completed responses must include a proposed sample Investment Management Agreement, Form ADV II, and the most competitive cost proposal available. RFP must indicate the exact title of the proposed fund and the legal structure. Candidates must also complete Part G (separate excel attachment) which should accompany Part F.
The ERS is looking to place assets with a Manager that can perform the following services: Provide monthly and quarterly reporting to ERS and the Investment Consultant. Complete quarterly and/or monthly requests for information from the Investment Consultant. Participate in meetings or conference calls as needed. D. Submission of Proposals Proposals should first indicate whether or not the firm meets all the minimum requirements stated in Part B and provide a checklist of each requirement met. Completed responses must include a proposed sample Investment Management Agreement, Form ADV II, and the most competitive cost proposal available. RFP must indicate the exact title of the proposed fund and the legal structure. Candidates must also complete Part G (separate excel attachment) which should accompany Part F.