Description: Request for Proposal - ABA Investment Consultant Services
The American Bar Association (ABA) seeks proposals to oversee its investment pools and provide other financial services as described in Section III Objectives and Desired Services of the Request for Proposal (RFP) attached below. The deadline to electronically submit a proposal is Friday, February 28, 2025.
The purpose of this RFP is to identify Investment Consultants whose demonstrated capabilities best satisfy the investment return objectives for the ABA within our risk parameters as well as our reporting requirements, as described in the RFP. The reason for issuing this RFP at this time is to comply with the ABA’s Competitive Bid Policy, survey the Investment Consultant landscape, and seek information to ensure the ABA has considered the most appropriate Investment Consultant based on its investment objectives and other requirements.
This RFP contains instructions governing requested quotes, requirements for the information and material to be included, requirements that potential vendors (“Bidders”) must meet to be eligible for consideration, general evaluation criteria, and submission instructions. All qualified Bidders, as defined in this RFP, are invited to submit a proposal. This RFP presents each Bidder submitting a proposal with an accurate description of the ABA’s organization and investment process.
The ABA Financial Services Department (the Issuing Department) has issued this RFP on the ABA’s behalf. The Issuing Employee and sole point of contact for this RFP is Beverly Pendowski, Interim Chief Financial Officer, 321 N. Clark Street, Chicago, IL 60654, [email protected]. The Issuing Department reserves the right, in its sole and complete discretion, to reject any proposal received as a result of this RFP.
Refer to the attached RFP below.
RFP Contact: Beverly Pendowski
Start Date: January 17, 2025
Attachments: