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Equity Option Overlay Search

Equity Option Overlay Search

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Posted: 
November 16, 2015

The State Universities Retirement System is requesting proposals from qualified firms interested in providing Portfolio Equity Index Option Overlay Investment Management Services. The purpose of this allocation is to generate incremental income from writing put and call options on SURS existing equity exposure, consistent with existing SURS policy ranges and rebalancing practices.

Document Name Date
Pages
SURS Equity Option Overlay Search RFP 2015 11/16/15
14
SURS Equity Option Overlay Search RFP 2015 (Microsoft Word) 11/16/15
14
SURS Equity Option Overlay Manager Questionnaire (Microsoft Word) 11/16/15
7
SURS Equity Option Overlay Manager Questions and Answers Document 12/04/15
6

Schedule

Description Date
Quiet Period Begins September 11, 2015
Dissemination of RFP November 16, 2015
Deadline for questions to SURS November 24, 2015
Responses to questions submitted to SURS December 4, 2015
RFP responses due by 4:30 p.m. CT December 18,  2015
Identify firms for further consideration December 2015
Interviews with selected firms February 2016
Finalist presentations to SURS Investment Committee March 10, 2016
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