The Vendor is required to provide fixed income investment management firms to high-quality fixed income investment management services for designated university investment portfolios.
- Investment management capacity
• A summary of total firm assets under management
• Composite performance reports for each applicable pool
• GIPS-compliant performance reports, if available
• Independent verification of assets under management (AUM) (e.g., auditor verification or third-party confirmation)
• The methodology used to construct and define composites.
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