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 Housing Retirement System (MHFA) | Emerging Market Debt RFP Search

Public Notice

The Board Members of the Massachusetts Housing Finance Housing Retirement System (hereinafter “Board”) are seeking proposals from emerging market debt managers.  The System intends to invest approximately $5.0 million.

Only proposals for experienced managers of emerging market debt strategies will be considered. Respondents must have been in operation for at least three years and have total assets under management exceeding $1 billion.  Preference will be given to firms which can provide a blended strategy of local and hard currency exposure. 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 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 at https://www.mass.gov/lists/perac-compliance-investments-forms).

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:
May 3, 2024 at 12:00 PM EST

For a copy of the RFP: Please follow the link below. Submissions are to be completed through DiligenceVault.
https://app.diligencevault.com/#/login?redirectId=DD4C8C99-09D8-4E0F-8832-5F42261ACFC4

Marlborough Retirement System | Emerging Market Debt RFP Search

Public Notice

The Board Members of the Marlborough Retirement System (hereinafter “Board”) are seeking proposals from emerging market debt managers.  The Association intends to invest approximately $5.0 million.

Only proposals for experienced managers of emerging market debt strategies will be considered. Respondents must have been in operation for at least three years and have total assets under management exceeding $1 billion.  Preference will be given to firms which can provide a blended strategy of local and hard currency exposure. 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 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 at https://www.mass.gov/lists/perac-compliance-investments-forms).

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: May 3, 2024 at 12:00 PM EST

For a copy of the RFP: Please follow the link below. Submissions are to be completed through DiligenceVault.
https://app.diligencevault.com/#/login?redirectId=416D482F-2B21-4464-8D9F-491650B8952E