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.

Public Notice: Lexington Retirement System

The Board Members of the Lexington Retirement System would be pleased to receive information regarding capabilities and experience in managing a global tactical asset allocation portfolio, as well as a proposal to offer this service to the Retirement System.  Submitted strategies must have at least a five-year track record. In addition, the firm must manage a global tactical asset allocation strategy with total capital exceeding $75 million and must have at least $1 billion in firm-wide assets under management.

Proposals must be for U.S. domiciled commingled funds and mutual funds only.

The Board intends to invest approximately $20 million. Please see RFP for more details.

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 https://www.mass.gov/lists/perac-compliance-investments-forms). 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).

For a copy of the RFP: Please follow the link below. All submissions are to be completed through DiligenceVault.


Bid deadline:  February 17, 2023 @ 4:00 pm EST