BANKING-1885 - USA (St. Louis, Missouri) - Domestic Small Cap Value Equity Investment Management Services - Deadline December 23,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: BANKING-1885

Government Authority located in St. Louis, Missouri; USA based organization looking for expert vendor for domestic small cap value equity investment management services.

[A] Budget: Looking for Proposal

[B] Scope of Service:

(1) Vendor needs to provide domestic small cap value equity investment management services to manage a portfolio to be benchmarked against the Russell 2000 value index to the government authority located in St. Louis, MO.
- Proposed product must be domestic small cap value, not core or growth, separate accounts, commingled funds and mutual funds will be considered, the firm must have an institutional capability and the ability to manage a $18 million mandate, the firm must have a minimum “live” track record of five (5) years for the strategy proposed as of September 30, 2019, The firm must have a minimum of $300 million in assets under management in the proposed product as of September 30, 2019, The proposed product must have multiple institutional investors already invested as of
September 30, 2019, performance data submitted must include information on CFA institute gips compliance and/or audited correspondence, performance for the domestic small cap value product must exceed the performance of the Russell 2000 value index, on an annualized net of fees basis, over the trailing 10-year period or since the product’s inception, whichever time period is shorter, as of September 30, 2019, investment manager must maintain at least $5 million of errors & omissions insurance, fees for proposed product should not exceed 85 basis points for a mandate size of $18 million,  investment manager must agree to abide by the state fiduciary standards 105.687-105.690, investment manager must obtain and maintain a business license with the city, investment manager must be in compliance with the requirements set out in the system’s procurement action policy, a copy of which is attached, investment manager’s key professionals and/or organization must not have material conflicts of interest with the plan or its board of trustees, this search is open to both active and passive mandates.
(2) All question must be submitted no later than November 29, 2019.
(3) A conference call will be held on December 4, 2019.

[C] Eligibility:

- Onshore (USA Only);

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location

Expiry Date : Monday, 23 December, 2019

Pre-proposal Conference Date : Wednesday, 4 December, 2019

Question Answer Deadline : Friday, 29 November, 2019

Category : Banking Services, Uncategorized

Country : USA

State : Missouri

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