SLED Opportunity · WISCONSIN · MILWAUKEE COUNTY
AI Summary
Milwaukee County Pension Board seeks qualified investment consultants to provide investment consulting services including asset-liability studies. Proposals due by January 14, 2026.
The Pension Board is seeking proposals for services from qualified investment consultants to perform investment consulting services for the Pension Board. Important Events: Search Status Event Name Location Description Dates Mandatory ONGOING Open Date Online Portal Posting date for the Opportunity Nov 25th 2025, 9:00 AM CST N/A UPCOMING Close Date Online Portal Deadline for Submissions Jan 14th 2026, 5:00 PM CST N/A PASSED Questions Due Date Online Portal Deadline to submit Questions Dec 10th 2025, 5:00 PM CST N/A Commodity Codes: UNSPSC 841217 Investment advice Supporting Documentation: Download All Files Search File Type Description Date Created Actions 1. RFP Document. Investment Consultant RFP .pdf Documentation Nov 25th 2025, 8:42 AM CST Download 2025 Modeling which includes Asset-Liability Components.pdf Addenda Asset Liability study - redacted Dec 23rd 2025, 11:04 AM CST Download 2025 Modeling which includes Asset-Liability Components.pdf Other Document - Project Details Have Changed - Asset Liability study has been added Read more... Dec 23rd 2025, 11:06 AM CST Download Appendix 1. 202505 MCPB Investment Committee Minutes.pdf Addenda Dec 12th 2025, 8:51 AM CST Download Appendix 1. 202505 MCPB Investment Committee Minutes.pdf Other Document - Project Details Have Changed - Addendum 1 Q&A issued Dec 12th 2025, 8:52 AM CST Download Attachment A.Milwaukee County Oct 2025 Flash.pdf Documentation Nov 24th 2025, 3:55 PM CST Download Attachment B Contract Provisions.pdf Documentation Nov 24th 2025, 11:21 AM CST Download Attachment C. Insurance and Indemnity Form.pdf Documentation Nov 24th 2025, 11:21 AM CST Download Attachment D Proprietary Info Disclosure Form.pdf Documentation Nov 24th 2025, 11:21 AM CST Download Attachment E. EEOC.pdf Documentation Nov 24th 2025, 11:21 AM CST Download Attachment F Conflict of Interest.pdf Documentation Nov 24th 2025, 11:21 AM CST Download Attachment G. Certification re Debarment Suspension.pdf Documentation Nov 24th 2025, 11:21 AM CST Download Attachment H Sworn Statement of Proposer.pdf Documentation Nov 24th 2025, 11:21 AM CST Download Attachment I Exceptions.pdf Documentation Nov 24th 2025, 11:21 AM CST Download Attachment J Cost Proposal Submission Form.pdf Documentation Nov 24th 2025, 11:21 AM CST Download Attachment K Vendor Information Sheet and Certification Form.pdf Documentation Nov 24th 2025, 11:21 AM CST Download Attachment L. MCERS Pension Board Policy Procurement.pdf Documentation Nov 24th 2025, 11:26 AM CST Download RFP-2025-030 Addendum 1.pdf Addenda Dec 12th 2025, 8:51 AM CST Download RFP-2025-030 Addendum 1.pdf Other Document - Project Details Have Changed - Addendum 1 Q&A issued Dec 12th 2025, 8:52 AM CST Download Requested Information: Listed below are the documents and information needed to complete your submission: Name Type # Files Requirement Instructions Actions RFP-2025-030 Questionnaire (Q-69MZ) Questionnaire: Excel (.xlsx) 1 REQUIRED You will need to fill out the provided Response Template for this Questionnaire. Download Attachment C - Insurance and Indemnity Form File Type: PDF (.pdf) Multiple REQUIRED Attachment D - Proprietary Information Disclosure Form File Type: PDF (.pdf) Multiple REQUIRED Attachment D-1 - Redacted Version of Proposal (REQUIRED to be provided if proprietary/confidential information is set forth on Attachment D) File Type: PDF (.pdf) Multiple OPTIONAL Attachment E - EEOC Compliance Form File Type: PDF (.pdf) Multiple REQUIRED Attachment F - Conflict of Interest Form File Type: PDF (.pdf) Multiple REQUIRED Attachment G - Certification re Debarment or Suspension File Type: PDF (.pdf) Multiple REQUIRED Attachment H - Sworn Statement of Proposer File Type: PDF (.pdf) Multiple REQUIRED Attachment I - Exceptions File Type: PDF (.pdf) Multiple REQUIRED Attachment J - Cost Proposal Submission Form File Type: PDF (.pdf) Multiple REQUIRED Attachment K - Vendor Information Sheet File Type: PDF (.pdf) Multiple REQUIRED Additional Information File Type: PDF (.pdf) Multiple OPTIONAL Document Takers Search Vendors # Files Actions Advanced Analytics and Insights 2 View American Aviation Consulting 3 View AndCo Consulting LLC 14 View Aon 27 View Ardent Technologies, Inc. 1 View Associated Bank 13 View BBR Printers 20 View Brillect 1 View BuildCentral Inc 15 View Callan LLC 15 View Carpenter Marketing Group 1 View CJIS GROUP 13 View Crain Communications Inc. 1 View Deloitte 1 View Deltek 34 View Financial Investment News 1 View Financial Times 1 View FT 1 View GovBright 13 View GovGuide 1 View High Street Consulting Group, LLC 1 View Instintell Institutional Investor Intelelligence Limited 13 View Investment Research and Advisory Group, Inc 2 View Kroll 1 View LM Capital Group 15 View M3 Insurance 15 View Marquette Associates, Inc. 17 View Meketa Investment Group, Inc. 21 View Mercer 1 View NEPC, LLC 19 View Nerds Inc 12 View Nicolet National Bank 13 View Old National Bank 4 View Pensions & Investments 1 View Procon Consulting 1 View Protiviti Government Services, Inc 1 View PWXPress 29 View re 212 View Redwood Financial Strategies 1 View Retirement Plan Advisors 1 View RVK, Inc. 15 View Segal Advisors 18 View SevenOutsource 13 View Smartprocure Inc 13 View TCG Group Holdings, LLP 2 View U.S. Bank 14 View Verus Advisory Inc. 20 View VISUAL 13 View website design 13 View With Intelligence 1 View xiaoma 52 View Messages Public Notices (2*) Public Notices are visible to anyone who can view the opportunity Public Q&A (6*) Search Marina Litvinets Has attachment Project Details Have Changed - Asset Liability study has been added Hello, Asset Liability study has been uploaded to the Files section as part of the answer to the questions in Addendum #1. Sincerely, Marina Litvinets Dec 23rd 2025, 11:06 AM CST Marina Litvinets Has attachment Project Details Have Changed - Addendum 1 Q&A issued - Project Public Files changed - Addendum 1 Q&A issued Dec 12th 2025, 8:52 AM CST Click New Public Notice or click a conversation on the left to see message here. Submission Prepare Prepare Your Submission Prepare as: re re New to Euna Procurement? Here's a quick overview of the submission process. Learn more at the Euna Procurement Help Center opens in new tab Technical Support Portal Security Terms of Service Privacy Policy Sitemap 4
SLED stands for State, Local, and Education. These are solicitations issued by state governments, counties, cities, school districts, utilities, and higher education institutions — as opposed to federal agencies.
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