The Consultant’s responsibilities with respect to the Trust Funds shall include, but not be limited to, the following: (1) recommending general investment policies and procedures; (2) preparing annual asset allocation plans; (3) preparing annual asset optimization plans; (4) attending trustee board meetings in Boston upon request; (4) performing general research and analysis, and providing advice on specific matters relating to the administration and operation of the Trust Funds, upon request; (5) preparing quarterly reports evaluating the performance of Trust Funds portfolios, and evaluating public market strategies; (6) providing quarterly performance analysis; (7) overseeing and evaluating the performance of investment managers; (8) assisting with the selection of investment managers; (9) assisting with the selection of the custodial institutions; (10) prepare and provide monthly executive summary reports evaluating the performance of Trust Funds portfolios; and (11) such supplemental services related to management of funds as may be presented in the response to the RFP and accepted at the time of contract.
