The vendor is required to provide from firms interested in providing private equity advisory services and optional private equity market database.
- Understand and act in accordance with prim’s investment policies.
- Advise prim on portfolio-related issues, including portfolio construction, commitment modeling, prim specific requests, and an annual review.
- Conduct rigorous investment research and manager selection across various private equity strategies, including but not limited to:
• Market and manager research.
• Identifying new opportunities.
• Investment screening.
• Due diligence.
• Investment recommendations.
- Provide commentary on prim private equity performance.
- Provide private equity market context.
- Meet all of prim’s communication requirements, as follows:
• Respond promptly to questions from prim or its stakeholders
• Meet in-person or virtually at the request of prim staff
• Attend all prim investment committee and board meetings (8 meetings per year).
- Optional: provide private equity market database.
- Questions/Inquires Deadline: April 04, 2025