When is the submission deadline?

Submissions are due August 28, 2026.

What is the budget for this RFP?

The published budget is $11,000,000 – $12,000,000.

It was issued by Plymouth Retirement Board. The work is located in Plymouth, Massachusetts, United States.

Who is a good fit for this opportunity?

Registered investment management firm with expertise in domestic large-cap value equity strategies. Demonstrated experience managing institutional or government investment portfolios. Strong record of actively managed equity performance and risk management. Established compliance, reporting, and fiduciary governance capabilities.

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Actively Managed Domestic Value-Oriented Large-Cap Equity Investment Management Services

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Overview

Financial, Legal, HR & Staffing

Plymouth, Massachusetts, United StatesPosted: July 31, 2026Deadline: August 28, 2026

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SUMMARY

A Massachusetts government authority is seeking an investment manager for actively managed domestic value-oriented large-cap equity services. The engagement will support a portion of the agency’s approximately $305 million investment portfolio.

KEY REQUIREMENTS

Must be a registered investment advisor with the SEC or registered with the Massachusetts Office of the Secretary of State
Must have at least five years of operation as an investment management organization
Must have at least three years of experience in managing dedicated Large Cap Value Equity portfolios
Must have at least $1 Billion in U.S. domestic equity assets under management
Must have at least $1 Billion in the proposed Large Cap Value product as of June 30th, 2026
Must have a minimum five-year track record for the proposed product as of the most recent quarter end
Must agree to act as a fiduciary as set forth in Section 23(3) of M.G.L Ch. 32
Must agree to comply with all applicable laws and PERAC regulations
Must submit all required PERAC forms and certifications

BUDGET

Verified

$11,000,000 – $12,000,000

CONTRACT DURATION

84 months

TIMELINE

Proposal deadline: August 28th, 2026

Opening of proposals: August 31st, 2026

Manager selection: Within 180 days of the proposal deadline

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

Plymouth Retirement Board

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DESCRIPTION

A government authority in Massachusetts is seeking a vendor to provide actively managed domestic value-oriented large-cap equity investment management services.

The selected investment manager will be responsible for managing a portion of the agency’s approximately $305 million investment portfolio in accordance with the authority’s investment objectives and requirements.

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Frequently asked questions

When is the submission deadline?: Submissions are due August 28, 2026.
What is the budget for this RFP?: The published budget is $11,000,000 – $12,000,000.
Who issued this RFP?: It was issued by Plymouth Retirement Board. The work is located in Plymouth, Massachusetts, United States.
Who is a good fit for this opportunity?: Registered investment management firm with expertise in domestic large-cap value equity strategies
Demonstrated experience managing institutional or government investment portfolios
Strong record of actively managed equity performance and risk management
Established compliance, reporting, and fiduciary governance capabilities

Analysis generated by Settle AI from the source RFP.

RFP Hunter shows what is open. Settle shows what is forming.

Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

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