Passively Managed Investment Funds

State of California

Posted: July 21, 2014

Location:  CA

State of California
Department of Human Resources (CalHR)
Passively Managed Investment Funds

CalHR will solicit bids from qualified firms to provide five (5) Passive Index Funds benchmarked to the: S&P 500 Index, S&P 400 Index, Russell 2000 Index, MSCI ACWI ex-US or ACWI ex-US IMI, and Barclays US Aggregate Bond Index or Global Aggregate USD Hedged Index. As described in the RFP, CalHR does not permit these assets to be managed in a securities lending program. Market values at June 30, 2014 in the mandates were (in millions): S&P 500 $1,670; S&P 400 $432; Russell 2000 $200; MSCI ACWI ex-US $429; and Barclays US Aggregate $714.

For a bid package, visit bidsync.com on or after August 1, 2014. First time users must register with BidSync (no cost). Log on and search for bid number 700-14-01.

Proposals are due by 4:00pm (PT) September 11, 2014.

To place your RFP, Classified, or Career Opportunity ad in Pensions & Investments newspaper and online, please contact Erin Smith at 212-210-0719.

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