What is the projected amount of capital to be raised over the next three years in the proposed product? PEOPLE/ORGANIZATION Describe the structure of the team that manages the proposed product. Describe the role of economists, portfolio managers, research analysts, traders, etc. Who is responsible for investment strategy, portfolio construction, research, trading, etc. Provide an organizational chart that diagrams the different functions (research, trading, etc.) dedicated to the proposed product, including other responsibilities as a percentage of total activity. Professionals should be identified over their areas of responsibility. Please indicate those individuals who are covered by key man provisions Provide a list of the professionals involved in the proposed product in the manner listed PORTFOLIO MANAGEMENT Title/ Yrs. Exp. Yrs. Yrs. @ Degrees/ Sponsoring Name Responsibilities Exp. in Firm Designations Body/School Proposed Product RESEARCH Title/ Yrs. Exp. Yrs. Yrs. @ Degrees/ Sponsoring Name Responsibilities Exp. in Firm Designations Body/School Proposed Product TRADING Title/ Yrs. Exp. Yrs. Yrs. @ Degrees/ Sponsoring Name Responsibilities Exp. in Firm Designations Body/School Proposed Product Have any of the portfolio managers involved in the proposed product previously managed for other funds or firms? If so, please describe. Describe your internal training procedures for portfolio managers, traders, and research analysts. Describe the background of professionals directly involved in the proposed product. What are the primary criteria for potential considered for investment professional positions?
What is the projected amount of capital to be raised over the next three years in the proposed product? PEOPLE/ORGANIZATION Describe the structure of the team that manages the proposed product. Describe the role of economists, portfolio managers, research analysts, traders, etc. Who is responsible for investment strategy, portfolio construction, research, trading, etc. Provide an organizational chart that diagrams the different functions (research, trading, etc.) dedicated to the proposed product, including other responsibilities as a percentage of total activity. Professionals should be identified over their areas of responsibility. Please indicate those individuals who are covered by key man provisions Provide a list of the professionals involved in the proposed product in the manner listed PORTFOLIO MANAGEMENT Name Title/ Responsibilities Yrs. Exp. Yrs. Exp. in Proposed Product Yrs. @ Firm Degrees/ Designations Sponsoring Body/School RESEARCH Name Title/ Responsibilities Yrs. Exp. Yrs. Exp. in Proposed Product Yrs. @ Firm Degrees/ Designations Sponsoring Body/School TRADING Name Title/ Responsibilities Yrs. Exp. Yrs. Exp. in Proposed Product Yrs. @ Firm Degrees/ Designations Sponsoring Body/School Have any of the portfolio managers involved in the proposed product previously managed for other funds or firms? If so, please describe. Describe your internal training procedures for portfolio managers, traders, and research analysts. Describe the background of professionals directly involved in the proposed product. What are the primary criteria for potential considered for investment professional positions?
RFP-NO.-INV-004-FY17.docx