Please provide biographical information on all the individuals listed below. Total Client Assets Years (Plan Size Years with # of Client AUM $ Degrees/ Sponsoring Name Title Experience Firm Location Relationships billion) Designations Body/School Please review PRIM’s Strategic Asset Allocation, contained in Exhibit A, and offer any suggested changes. Please specify the reasons for any suggested changes. Please describe your firm’s expertise in calculating expected return and risk assumptions. Please provide, as an attachment to this Proposal, a copy of the firm’s most recent expected return and risk assumptions currently used to recommend a strategic asset allocation for clients. Please describe in detail the research conducted to create the expected return and risk assumptions. Please provide a description of sources of information used to conduct research to support the inclusion or exclusion of an asset class in the portfolio. Please provide a description of quantitative techniques utilized, if applicable. Please provide a description of the qualitative inputs to the process, if applicable. Please provide, as attachments to this Proposal, the following information related to asset allocation results: Total investment performance relative to the benchmark for each individual client for whom your firm provides strategic asset allocation services. Provide both annualized and calendar year performance for the duration of each client relationship. Attribution illustrating the performance impact of asset allocation changes recommended by your firm. Please provide both annualized and calendar year performance for the duration of each client relationship. Please provide the appropriate peer group rankings (public plan, corporate, endowment, foundation) of the investment performance of each of your firm’s asset allocation consulting services clients.
Please provide biographical information on all the individuals listed below. Name Title Years Experience Years with Firm Location # of Client Relationships Total Client Assets (Plan Size AUM $ billion) Degrees/ Designations Sponsoring Body/School Please review PRIM’s Strategic Asset Allocation, contained in Exhibit A, and offer any suggested changes. Please specify the reasons for any suggested changes. Please describe your firm’s expertise in calculating expected return and risk assumptions. Please provide, as an attachment to this Proposal, a copy of the firm’s most recent expected return and risk assumptions currently used to recommend a strategic asset allocation for clients. Please describe in detail the research conducted to create the expected return and risk assumptions. Please provide a description of sources of information used to conduct research to support the inclusion or exclusion of an asset class in the portfolio. Please provide a description of quantitative techniques utilized, if applicable. Please provide a description of the qualitative inputs to the process, if applicable. Please provide, as attachments to this Proposal, the following information related to asset allocation results: Total investment performance relative to the benchmark for each individual client for whom your firm provides strategic asset allocation services. Provide both annualized and calendar year performance for the duration of each client relationship. Attribution illustrating the performance impact of asset allocation changes recommended by your firm. Please provide both annualized and calendar year performance for the duration of each client relationship. Please provide the appropriate peer group rankings (public plan, corporate, endowment, foundation) of the investment performance of each of your firm’s asset allocation consulting services clients.
Public_Markets_Asset_Allocation_Consultant_RFP_-_12082014.docx