DRA-1228 - USA (Olympia, Washington) - Active Global Equity Management Search - Deadline February 14,2020

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: DRA-1228

Government Authority located in Olympia, Washington; USA based organization looking for expert vendor for active global equity management search.

[A] Budget: Looking for proposal

[B] Scope of Service:

(1) Vendor needs to provide active global equity management search to the government authority located in Olympia, WA.
- Must currently provide a global equity product.
- The product must be long only and retain daily liquidity (no lock-ups or gates of any kind will be considered).
- Must act as a fiduciary when performing these services and certify in writing to that fact. Fiduciary duties will be written into all contracts issued under this search.
- Must be a U.S securities and exchange commission registered investment advisor, an advisor exempts from registration (Form ADV, Parts 1 and 2, or disclosure of the exemption must be submitted), or registered with the appropriate foreign regulatory body.
- Must be GIPS Compliant for the investment products being offered. Firms that are not currently GIPS compliant may submit a written commitment that should they be awarded a mandate, they will become GIPS compliant within twelve months of contract signature.
- Employees and the organization must not have, nor could they potentially have, a material conflict with the WSIB or the consultants hired for this search.
- Must be willing to provide WSIB staff transparency into all material aspects of the investment process, and must provide reasonable access to the decision maker(s) for the relevant product(s), both during the search process and, if selected for a mandate, during the duration of that mandate
- Must have adequate fiduciary insurance coverage. At a minimum, each Candidate must provide proof of Errors and omissions and professional liability insurance.
- Must conduct an annual SSAE16 audit or have in place an appropriate operational control structure that will be evaluated by WSIB and judged to be a reasonable alternative.
- Must be able to contract, communicate, and provide all materials and reporting requirements in English.
(2) All the questions must be submitted no later than January 15, 2020  

[C] Eligibility:

Onshore (USA Only)

[D] Work Performance:

Not Applicable

Expiry Date : Friday, 14 February, 2020

Question Answer Deadline : Wednesday, 15 January, 2020

Category : Data Research and Analytics

Country : USA

State : Washington

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