CTF Active Global Equity Management

The Washington State Investment Board is seeking active global equity investment managers for its Commingled Trust Fund through a continuously open procurement process.

Washington > Washington State Investment Board


General
Open
OP 1
Dec 31, 2027 12:00 PM
Dec 16, 2024 12:00 PM
Request for Proposal (RFP)
State
Ask AI about this solicitation
Contact
jim.gayton@sib.wa.gov
+13609564719
Submission Instructions
Description

The Washington State Investment Board is seeking firms to actively manage broad, long-only global equity strategies for its Commingled Trust Fund. Strategies should be capable of managing portfolios against a broad benchmark such as the MSCI All Country World IMI Index, maintain daily liquidity without lock-ups or gates, and meet the WSIB's fiduciary, regulatory, operational, reporting, information-security, and contractual requirements. Candidates must be SEC-registered investment advisers or exempt from registration, be GIPS compliant or commit to becoming compliant within twelve months of contract signature, maintain adequate fiduciary insurance including Errors and Omissions/Professional Liability Insurance, and provide appropriate independent controls examinations or equivalent operational controls. Interested firms must list the strategy in the eVestment database. Firms may request introductory meetings by email, including a proposed date and time, agenda, sample strategy presentation, and attendee biographies; final presentation materials must be received at least two full business days before the meeting. The WSIB may conduct continuing screening, due diligence, interviews, presentations, and site visits, and may select one or more strategies or none.

Classification Codes
NAICS523940Portfolio Management and Investment Advice
PSCR547STUDY/ACCOUNTING/FINANCIAL MGT
Smart Codes
global equity managementinvestment portfolio managementfiduciary investment advisory
Specifications
Service Only
Timeline
Dec 16, 2024-Published Date
Jan 01, 2025 04:00 PM-Prebid Conference (optional)
The source lists a prebid conference but does not provide a physical address or virtual meeting information.
Dec 31, 2027-Close Date
Requirements
Required
  • Errors and Omissions/Professional Liability Insurance
Scored
No
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