Iran / Sudan Divestment and Engagement Services

2026-11-03

The Maryland State Retirement Agency ( the “ Agency ”) for the benefit of the Maryland State Retirement and Pension System ( the “ System ”) is distributing this Request For Information (“ RFI ”) to firms wishing to provide relevant services and products to the System that cover Iran / Sudan Divestment and Engagement Services . The Agency intends to choose a firm from this process to provide related products , solutions , and services . However , the Agency may : ( i ) chose one or more firms to provide the products and services ; or ( ii ) determine not to choose any firm to provide the products and services described in this RFI , in each case if it is deemed to be in the best interest of the System . QUESTIONNAIRE 1 . Solutions Provider Background and Experience a . Organization and History : Provide the following information with respect to the firm : i . A brief history of the firm , including its year of organization ; jurisdiction in which it is domiciled , the location of the firm ’ s headquarters and any branch offices ; its size ; the ownership structure of the firm , including any parent , affiliated companies or joint ventures ; the percentage of the firm owned by current employees ; a list of the beneficial owners of at least 5 % of the firm including individuals and all other entities ; and its experience in providing the referenced services – i . e ., Iran / Sudan divestment and engagement services . ii . The address of any principal office required by the jurisdiction in which the firm is domiciled , the firm ’ s headquarters , and any branch offices . iii . Describe any significant developments in the firm that have occurred since January 1 , 2020 ( changes in ownership , personnel reorganization , corporate restructuring etc .). iv . Describe any anticipated changes in the firm ’ s ownership structure or any other significant changes in the organization , including changes to the structure of the firm or its relationship with affiliates and parent company , if any , and corporate restructuring . v . Provide an overview of your organization and its experience in providing the services referenced . vi . How long your organization has offered the referenced services , and what the history ( and future ) of their development is – including each type of service , the respective service inception date , and the process and cadence by which each of the referenced services are maintained and enhanced . vii . Provide a breakdown of the firm ’ s revenues by source of business activity . b . Client Base : i . Describe your organization ’ s client base for the referenced services and your firm ’ s experience serving institutional investors . ii . What is the composition of the firm ’ s client base , including non - investor clients ? Provide the number and percentage of clients for the client types listed below . If the firm ’ s investor client base is heavily weighted toward any particular type of investor , please provide an explanation . a ) Client Type b ) Public Pension Funds c ) Taft - Hartley Funds d ) Corporate Pension Funds e ) Endowments & Foundations f ) Non - Investors g ) Other ( Specify ) c . Team Expertise : i . Outline the qualifications and experience of the team supporting divestment services . Describe the credentials and expertise of the team . ii . Provide an organizational chart showing titles and functions of all personnel involved in providing the requested divestment research and engagement services . iii . Indicate what the turnover of professional and research staff has been over the past five years . d . Value Proposition : i . List your firm ’ s primary competitive advantages in the provision of the referenced services .

Maryland

2026-04-08