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 Housing Finance Agency Retirement System – Private Equity Search

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

The Board intends to commit approximately $5-10 million to one North American private market equity manager Only proposals for experienced managers of private equity fund of funds 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).

Deadline: March 26, 2021 at 12:00pm EST

Attachment 1

Plymouth County Retirement Association – Small Cap Growth Equity

The Plymouth County Retirement Association (hereinafter “Board”) are seeking proposals from managers of small cap growth equities to manage approximately $90 million.

Only proposals for experienced managers of small-cap growth equities strategies will be considered. Respondents must have been in operation for at least five years and have total assets under management exceeding $1 billion.  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 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).

Deadline: March 9th, 2021 at 12:00 PM

Attachment 1

China and Emerging Markets Asia Request for Information

Meketa Investment Group is seeking information on China, China A shares and Emerging Markets Asia long-only equity strategies.  Any area of market cap focus is within scope (i.e., large cap, small cap, all cap).

The objective of this request for information is for Meketa to broaden its database of managers within these opportunity sets.  This request does not pertain to a specific search.

We ask that the following information be provided in your response – please note that a full Meketa RFP is not being requested at this stage.

  • Clear specification of the strategy’s opportunity set of focus (i.e., “China A shares All Cap Growth,” “Emerging Markets Asia Small Cap Value,” etc.)
  • Clear specification of the nature of the investment approach (i.e., fundamental, quantitative, quantamental, top-down, bottom-up, blend of X/Y/Z)
  • Strategy Fact Sheet (if available)
  • Strategy Presentation Pitch Book (if available)
  • Quarterly Commentary (if available, Q4 2020 preferable)
  • Attribution Report (if available)
  • Sample RFI (if available)
  • Strategy and primary benchmark monthly performance (in excel format sorted vertically from newest date to oldest, gross of fees)
  • A primary point of contact for our research team

Please note that any additional materials that can be provided will also be considered within reason.  Our intention is to avoid this request for information being cumbersome, as it is an exploratory RFI rather than one pertaining to a specific search.

Please send all information to publicmarkets@meketa.com.