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Passive Provider Search

Passive Provider Search

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Posted: 
February 17, 2017

The State Universities Retirement System of Illinois (SURS) requests proposals from qualified firms to provide passive investment management services. SURS is issuing the RFP for due diligence purposes, to ensure its receipt of quality services at cost-effective, market pricing.

Document Name Date
Pages
SURS Passive Provider Search RFP 02/20/17
20
SURS Passive Provider Search RFP - Microsoft Word 02/20/17
20
SURS Passive Provider Search RFP - Question and Answer Document 03/08/17
3

Revised Schedule

Description Date
Quiet period begins February 2, 2017
Dissemination of RFP February 20, 2017
Deadline for questions to SURS March 3, 2017
Responses to questions submitted to SURS March 8, 2017
RFP responses due 4:30 P.M. CT March 17, 2017
Identify firms to provide passive TIPS investment services March/April 2017
Interviews with selected firms for TIPS investment services April 2017
TIPS provider recommendation to SURS Board of Trustees (Phase I) April 20,2017
Identify firms for remaining passive management services April/May 2017
Interviews with selected firms for remaining passive management services May 2017
Finalist presentations to SURS Board of Trustees (Phase II) June 8, 2017
* Subject to change at SURS discretion
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