University of Minnesota Ionwave #10043.1068188.JST Addendum 1

University of Minnesota Endowment Asset Allocation Study RFP

This opportunity involves the University of Minnesota seeking a provider to conduct a comprehensive asset allocation study for its Endowment. - Government Buyer: - University of Minnesota (higher education institution) - Products/Services Requested: - Asset Allocation Study for the University Endowment - Comprehensive analysis and recommendations for endowment asset allocation - Includes review of fund performance, benchmarks, and investment strategies - Quantity: 1 study - Notable Requirements: - All proposals and documentation must be submitted electronically via the MBID system - Mandatory completion of a supplier diversity commitment form - Strict adherence to the University's travel reimbursement policy - Compliance with University professional service contract terms - No specific OEMs or commercial vendors are named in the solicitation - Multiple supporting documents provided, including organizational charts, fund overviews, and investment strategy details

Description

This is a Request for Proposal (RFP) issued by the University of Minnesota for the 2016 Asset Allocation Study of its Endowment. The solicitation includes multiple attachments such as organizational charts, fund overviews, performance summaries, and investment strategy documents. The RFP specifications must be viewed and responses submitted electronically through the MBID system. The bid was awarded and responses are no longer accepted.

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