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Current RFP
Core Plus Fixed Income Manager Search
The MWRD Retirement Fund in cooperation with the Fund's Investment Consultant, Gray & Co. is soliciting proposals from qualified fixed income investment management firms. The Fund is searching for two managers to manage approximately $75 million each in a core plus strategy. Proposals must be completed and returned via email to Yolanda Waggoner-Foreman at research@egrayco.com by 3:00 PM CST on February 9, 2012.
Large Cap Value Contract Award
At the October 26, 2011 Board meeting, the Trustees made the decision to hire LSV Asset Management to manage 4.09% of the total assets of the Fund or $40.7 million as of November 11, 2011.
Disaster Recovery/Business Continuity Consulting Contract Award
At the June 22, 2011 Board meeting, the Trustees made the decision to hire MK Business Solutions.
Emerging Manager, Small Cap Growth and Small Cap Value Contract Award
At the July 27, 2011 and September 28, 2011 Board meetings, the trustees made the decision to hire the following managers:
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Fiduciary Management Associates, LLC - SCV
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Geneva Capital anagement Ltd. - SCG
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Profit Investment Management - SCG
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WCM Investment Management - SCV
Investment Consultant Contract Award
At the May 25, 2011 meeting, the Trustees made the decision regarding our search for an investment consultant based on the firm's experience in the areas listed below:
Awarded Entity: Gray & Company
Contract Duration: July 1, 2011 - June 30, 2016
Emerging Manager, Mid Cap Growth and Mid Cap Value Search
At the August 24, 2011 Board meeting, Trustees made a decision to cancel the Mid Cap search due to a small response to the Fund's RFP.
Emerging Manager, Large Cap Growth and Large Cap Value Contract Award
On April 20, 2011, the Trustees made the decision to hire the following managers:
- Holland Capital Management - $12 million LCG Equity portfolio
- Decatur Capital Management Inc. - $12 million LCG Equity portfolio
- NorthPointe Capital - $13 million LCV Equity portfolio
- Graham & Dodd Fund LLC - $$13 million LCV portfolio
Policies
Procurement Policy for Investment Advisers
Procurement Policy for Investment Consultants
Sample IMA
In accordance with PA 96-0006, the following sample
Investment Management Agreement (IMA) provides an illustration of
the agreement required between the manager selected
and MWRDRF.
Investment Management Agreement
Business Directory:
Current Consultants and Contractors
(Exclusive of Investment Managers)
Actuary. . . . . . . . . . . . . . . . . . . . . . . . . Sandor
Goldstein and Associates, Chicago, IL
Attorney. . . . . . . . . . . . . .Jacobs, Burns, Orlove, Stanton
and Hernandez, Chicago, IL
Auditor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. Legacy Professionals, LLP, Chicago, IL
Investment Consultant. . . . . . . . . . . . . . . . . . . . . . .
. Gray and Company, Atlanta, GA
Database Developer. . . . . . . . . . . . . . . . . . . . . . . . .
JC Consulting Group, Chicago, IL
Web Developer. . . . . . . . . . . . . . . . Lakeshore
Concepts Corporation, St. Charles, IL
