Specifications include, but are not limited to: Strategic General Consulting 1. Prepare and submit reports reviewing and updating ISBI’s long-term investment policy, criteria and objectives that include strategies for equities, fixed income, private equity, private credit, real estate, infrastructure, alternatives, and cash equivalent investments. 2. Proactively submit recommendations for amendments or modifications to ISBI’s portfolio structure with justification for the same as warranted by changes in the marketplace. 3. Maintain a broad database of investment managers including their philosophies, styles, fee schedules, portfolio characteristics, firm characteristics, performance, and client base. The information should be available for a wide range of investment managers including US equity, international equity, international fixed income managers, and alternative asset classes.