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CalPERS MDP
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Initial request for information
CalPERS MANAGER DEVELOPMENT PROGRAM II
| In order to assist Strategic Investment Group with its initial evaluation of candidates, please |
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pdf version |
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provide the information outlined below. In addition, we ask that each candidate provide its latest brochure and, if the candidate is a registered investment adviser, its most recent Form ADV (both Parts I and II).
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| Investment Methodology |
| Please provide a detailed description of the firm’s investment philosophy, including risk and return expectations. For each strategy for which the candidate would like to be considered under MDP II, please describe the following. |
| 1. |
Investment universe |
| 2. |
Security selection methodology |
| 3. |
Buy and sell discipline (i.e., how entry and exit points are determined) |
| 4. |
Portfolio construction |
| 5. |
Risk management, including a description of any quantitative analytics employed |
| 6. |
Investment environment in which the strategy would be expected to outperform/underperform and a description of how the strategy and the firm has handled periods of stress within its investment universe |
| 7. |
Decision-making structure |
Performance |
| 1. |
For each product, please show annual performance, as well as annualized performance over 3-, 5- and 10- year periods (as applicable) and since inception against the appropriate benchmark |
| 2. |
If firm is a start-up or has a relatively short (less than 3 year) history, please show performance of key principals at previous firm(s), and indicate whether performance is “portable” to the current firm under SEC and CFA Institute (formerly AIMR) guidelines |
| 3. |
State whether performance is calculated and presented in accordance with CFA Institute Performance Presentation Standards |
General |
| 1. |
Please provide biographies of key personnel and brief history of the firm |
| 2. |
Please describe firm’s current ownership structure |
| 3. |
Please provide a breakdown by product and client type (e.g., pension fund; foundation/endowment; other institutional; mutual fund; high net worth individual) of assets under management |
Candidates should submit this information to Chris Pond at cpond@strategicgroup.com. Once your submission has been reviewed, Chris will be in contact with you regarding the appropriate next step in the process.
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