The ideal proposer will provide a team consisting of and Investment Manager or Actuary with at least 10 clients each with assets of $50 million and an entire team of investment manager/actuarial and custodial service providers with a total of 100 municipal clients and assets of at least $100 million.
It is preferred that at least 10 of the total number of clients be located in Allegheny, Beaver, Butler and Washington Counties. The team must meet the requirements for on-site meetings regardless of the number of clients located in the 4- county area. A list of all Pennsylvania municipal pension clients must be provided.