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Begin with Section I: GENERAL INFORMATION. Carefully read through the purpose and history of the Alabama Trust Fund to understand the context of your proposal.
In Section III: Scope of Services, ensure you provide detailed information about your investment management capabilities, including your approach and any relevant qualifications.
Complete Exhibit A by providing corporate information, including an overview of your firm and details on key personnel assigned to this account.
Fill out Exhibit B: Statement of Fees, clearly outlining your fee structure based on a $30 million mandate.
Review all sections for completeness and accuracy before submitting. Ensure that all required documents are attached as specified in Section VI: Submission of Proposals.
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Jun 21, 2024 Exposure to Emerging Markets securities in global market portfolios shall be limited to. 30% of the market value of the portfolio. Exposure
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