Current RFPs
Active US High Yield Bonds Investment Management Services
US High Yield Bonds RFP
US High Yield Bonds Q&A
Exhibit 1 – Request of Information
Exhibit 2 – US High Yield Questionnaire
Exhibit 4 - Certifications, Representations, and Acknowledgements
Exhibit 5 - Disclosures
Exhibit 6 - IPOPIF Template IMA
General Investment Consultant
General Investment Consultant RFP
Exhibit 1 – General Investment Consultant Request for Initial Information
Exhibit 2 – General Consultant Questionnaire
Exhibit 3 – Schedule of Fees
Exhibit 4 – Certifications, Representations, and Acknowledgements
Exhibit 5 – Disclosures
Exhibit 6 – Investment Consultant Agreement
Active US Small Cap Equity Investment Management - March 14, 2025
Proposals and communication for the US Small Cap Equity search will be facilitated via InHub. Respondents must use the link immediately below to access and respond for this search.
https://www.erfp.us/inhub-verus-ipopif-small-cap-equity/
The Request for Proposals - US Small Cap Equity, Active document linked below is posted as a courtesy/ reference only. Complete proposal requirements are posted on InHub.
Request for Proposals - US Small Cap Equity, Active
Quiet Period (PP-2021-07, Section D.9)
There shall be a quiet period to ensure that the process of selecting an Investment Consultant, Transition Manager, or Investment Adviser is efficient and fair.
- The quiet period shall commence with the posting of the RFP and end when the parties have executed an Investment Services agreement.
- Initiation, continuation, and conclusion of the quiet period shall be directly communicated to the Board and posted on the IPOPIF website.
- During the quiet period, no Board member or Staff member or fiduciary or service provider involved in the search shall accept meals, travel, lodging, entertainment, or any other good or service of value from any candidate.
- All authority related to the search process shall be exercised solely by the Board as a whole, and not by individual Board members.
- If any Board member or IPOPIF Staff member is contacted by a candidate during the quiet period about a matter relating to the pending selection, the Board member or IPOPIF Staff member shall refer the candidate to the Chief Investment Officer. While the quiet period does not prevent Board approved meetings or communications by Staff with an incumbent Investment Consultant, Transition Manager, or Investment Adviser that is also a candidate, discussion related to the pending selection shall be avoided during those activities.
- A candidate may be disqualified from a search process for a willful violation of this Policy.
IPOPIF Database
The IPOPIF may utilize a third-party industry database to serve as the primary pool from which the IPOPIF will identify and evaluate candidates in a search for Investment Advisers.
The IPOPIF utilizes eVestment as the IPOPIF Database and investment managers can submit their information at www.evestment.com/submit-my-data/. There is no cost to submit information to the database.
The Procurement of Investment Services Policy details provision for utilizing the database.