Specifications include, but are not limited to: The Employees’ Retirement System (ERS) of Milwaukee County (“the Plan”) is requesting proposals from investment management firms interested in providing core plus fixed income investment management services to the Plan. The Plan is soliciting firms to provide core plus fixed income investment management services for a mandate of approximately $130-150 million. The ERS is looking to place assets with a Manager that can perform the following services: • Provide monthly and quarterly reporting to ERS and the Investment Consultant. • Complete monthly and quarterly requests for information from the Investment Consultant. • Participate in meetings or conference calls as needed. The manager shall serve as a fiduciary to the Plan and have independent discretionary authority with respect to the management of the portfolio and subject to the agreed upon objectives and guidelines. The Respondent, a qualified investment adviser, will directly manage assets for the Board in core plus fixed income mandate.
