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.

Plymouth County Retirement Association – Non-Core Infrastructure Search

The Board members of the Plymouth County Retirement Association (hereinafter “Board”) is seeking proposals from managers of global or North America-focused, closed-end, non-core private infrastructure funds.

The Board intends to commit approximately $6-10 million to such a fund.  Only proposals from experienced managers of closed-end, non-core, private market infrastructure commingled funds will be considered.  Responding firms must have been in operation for at least three years and have experience managing non-core North America-focused or global multi-sector infrastructure strategies.  Funds must have a target return of at least 12% gross IRR.  Public equity, sector-specific strategies, Europe-only, and Fund of Funds will not be considered.  The objective of this Request for Proposal shall be to identify the 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).

Due date deadline:        July 17, 2020 at 12:00pm EST

Attachment 1

Plymouth County Retirement Association – Non-Core Real Estate Search

The Board Members of the Plymouth County Retirement Association (hereinafter “Board”) are seeking proposals from managers of closed-end, non-core real estate funds.

The Board intends to commit approximately $12-18 million. Only proposals for experienced managers of closed-end, non-core real estate funds will be considered. Open-ended, first-time funds, and public equity strategies will not be considered. Secondary and fund-of-funds investments will not be considered. The objective of this Request for Proposal shall be to identify that manager whose expertise will best meet the Board’s goals and needs.

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). 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).

Due date deadline:        July 17, 2020 at 12:00pm EST

Attachment 1