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BWSC OPEB: Global Asset Allocation Manager Search

Posted on: June 18, 2018

The Boston Water and Sewer Commission (“BWSC”) is soliciting Request for Qualifications (RFQ) from investment management firms to manage a Global Asset Allocation mandate for BWSC's $19 million, OPEB Trust. BWSC may place up to $5 million with the new global asset allocation manager(s). In order to be considered, each firm’s global asset allocation product must meet the following minimum criteria: 1) Minimum strategy assets under management of at least $1 billion, 2) Minimum track record of at least ten years.  

If you are interested in participating in the search, please complete the attached form in Appendix I and update eVestment through 1Q 2018 at www.evestment.com.  In addition, please provide NEPC with the following information:

  1. A cover letter indicating your firm’s interest in the search.  Please include the vehicle you are proposing for this search and the fee schedule you are proposing for this mandate.
  2. An email copy of all eVestment information at the firm and product level for the proposed strategy.  Please clearly indicate the product type category in which you classify your product.

All questions must be submitted via email to Stephanie McMurray at smcmurray@nepc.com by 4:00 pm (EDT) on Friday, June 22, 2018.  

All Request for Qualifications (RFQ) must be submitted via email to Stephanie McMurray at smcmurray@nepc.com by 4:00 pm (EDT) on Monday July 2, 2018.  No RFQ’s will be accepted after this deadline (All data should be updated through March 31, 2018.).  The subject line of your e-mail should also include reference to Boston Water and Sewer Commission OPEB Trust.

 

GLOBAL ASSET MANAGER

GLOBAL ASSET RFQ

Topics: Research

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