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Request for Proposals

Asset and Withdrawal Management Modeling Study

The Commonwealth Plan of Adjustment Pension Reserve Trust (“PRT”) is soliciting proposals from nationally recognized actuarial firms to perform an asset and withdrawal management modeling study. This study will require a combination of analyses of fiscal capacity, investment returns, and traditional actuarial modeling.

Investment Grade Corporate Credit - Closed

Proposals from Investment Grade Corporate Credit managers.  For the purposes of this search, PRT is looking for long only strategies.  PRT’s total allocation to the selected manager(s) will be approximately $660 million.

Multi-Asset - Closed

Multi-Asset strategy is defined as long-only (non-hedge fund structure) investments across liquid, global investable markets designed to express the investment managers’ best ideas across the global opportunity set.   PRT’s total allocation to the selected manager(s) will be approximately $130 million.

Responses to RFP Questions

To provide interested parties with information that may be useful for them in the formulation of their proposals pursuant to the RFP.

Public Request for Proposals (RFP) for Investment Managers

The PRB continually seeks to partner with asset managers to provide investment management services across all asset classes.  Submissions will be evaluated by the PRB in consideration of its present needs and applicant satisfaction of relevant minimum qualification requirements. Interested parties should contact rfp@prtpr.org to learn more.

Additional Opportunities

Over time the PRT and PRB will choose to procure various services which may involve a public RFP process.  Such opportunities will be posted here on this site.  Submissions will be evaluated by the PRB in consideration of its present needs. Interested parties should contact rfp@prtpr.org to learn more.

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Pension Reserve Trust

B5 Calle Tabonuco, Suite 216 PMB 355

Guaynabo, Puerto Rico 00968-3029

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