Description
The State of Arkansas is seeking a qualified investment consultant to provide due diligence, investment recommendations, and ongoing management for Arkansas-related and other special opportunity investments. The consultant will work with the Arkansas Teacher Retirement System (ATRS) to provide investment services, including due diligence, investment recommendations, and ongoing management. The consultant will be required to have experience providing due diligence and investment recommendations to public institutional investors, experience with deal sizes of under $50 million and over $100 million, and knowledge of asset classes of both debt and equity (private equity) opportunities.
• The consultant will be required to provide quarterly reports on investment risk and performance, attend investment committee meetings, and educate the ATRS staff and board of trustees on significant trends in institutional investments and new investment opportunities.
• The consultant will be required to comply with all Arkansas Prudent Investor Rules and maintain consistent availability by phone, email, or in-person meetings when appropriate.
• The consultant will be required to track and analyze investment risk and performance of assets assigned to the contractor.
• The consultant will be required to prepare and present written and verbal quarterly summaries of the contractor's activities, performance, and risk to the investment committee and board of trustees.
Attached files
The solicitation documents live at the source — open the bid source above to download them.