RFP Searches

Our manager searches are driven by the understanding that each of our clients has a unique set of needs, concerns, and priorities

We take pride in the level of rigor and detail we implement when evaluating managers for our clients.

If you are interested in participating in any of the investment manager searches currently posted to our website, click below to download the RFP.

Massachusetts Convention Center Authority (MCCA) Custody & Related Services RFP Search

The Trustees of the Massachusetts Convention Center Pension and OPEB Trusts (hereinafter “the Trustees”) are seeking proposals for custody banking services.

Neither trust maintains separately managed accounts, nor are they expected to use separately managed accounts in the foreseeable future. The current ETF holdings may transfer to CIT/CTF vehicles in the near future. Please reference the RFP document for further details of the Trusts’ current structures.

The funds shall be managed in compliance with Massachusetts General Laws and applicable regulations.

All bidders are hereby advised that any proposal selected shall be subject to (1) approval of the Trustees and, (2) a written contract.

A copy of the RFP is attached in the link below.
Due date deadline: July 9, 2024 at 12:00pm EST

Attachment 1

Massachusetts Housing Finance Agency Retirement System Private Equity RFP Search

Public Notice
The Board Members of the Massachusetts Housing Finance Agency Retirement System (hereinafter “Board”) are seeking proposals from managers of fund of funds private equity strategies.

The Board intends to commit approximately $10-20 million to a diversified, North American focused private market equity fund of funds manager. Only proposals for experienced private equity fund of funds managers that meet the minimum criteria will be considered. Respondents must have been in operation for at least five years and have total equity capital invested exceeding $1 billion. The objective of this Request for Proposal shall be to identify manager(s) whose expertise will best meet the Board’s goals and needs. The Board reserves the right to reject any and all proposals at its discretion.

The selected manager(s) must have familiarity with, and agree to comply with Massachusetts General Laws, Chapter 32 and Chapter 176, the regulations of the Massachusetts Division of Public Employee Retirement Administration Commission, 840 CMR, and the PERAC Placement Agent Policy. Please see http://www.mass.gov/perac/ for details. All materials submitted in connection with this search may be subject to disclosure consistent with Massachusetts Public Record laws.

All bidders are hereby advised that any proposal selected shall be subject to (1) approval of the Board, (2) a written contract and (3) approval of the engagement by the Massachusetts Public Employee Retirement Administration Commission (PERAC).

A copy of the RFP is attached in the link below.
Due date deadline: June 28, 2024 at 12:00pm EST
Any questions pertaining to this Request for Proposal are to be e-mailed directly to Kathleen Neelon at [email protected] and Cristen Xhama at [email protected].

Attachment 1

Plymouth County Retirement Association Private Credit RFP Search

The Board Members of the Plymouth County Retirement Association (hereinafter “Board”) are seeking proposals from managers of a senior direct lending strategy. More specifically, the Board seeks a demonstrated ability to manage a diversified strategy that directly originates and invests in the senior secured debt (both first and second lien) of mostly North American companies.

The Board intends to commit approximately $20 million to a closed-end investment fund. Only proposals for experienced managers of senior direct lending funds will be considered. Fund-of-funds, co-investment funds, and secondary funds, will not be considered. The objective of this Request for Proposal shall be to identify the manager whose expertise will best meet the Board’s goals and needs. The Board reserves the right to reject any and all proposals at its discretion.

The funds shall be managed in compliance with Massachusetts General Laws, Chapter 32 and Chapter 176, the regulations of the Massachusetts Division of Public Employee Retirement Administration Commission, 840 CMR, and the Placement Agent Policy available from http://www.mass.gov/perac/docs/forms-pub/memos/2011/perac-placement-agents-policy.pdf

Please be advised that if you cannot commit to the mandatory contract terms enumerated in Exhibit A, then you should not respond to this RFP. These terms are not negotiable – they are statutory requirements. Please also be advised that in agreeing to be a fiduciary with respect to the funds you invest on the Board’s behalf, you must agree to the prudent person standard set forth in M.G.L. c. 32, §,23(3), not the Delaware Act standard.

All bidders are hereby advised that any proposal selected shall be subject to (1) approval of the Board, (2) a written contract and (3) approval of the engagement by the Massachusetts Public Employee Retirement Administration Commission (PERAC).

Due date deadline: June 28, 2024 at 12:00pm EST

Attachment 1