Investment Consulting Services
Overview
Settle Signals
Market intelligence for public sector sales teams
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.
SUMMARY
KEY REQUIREMENTS
TIMELINE
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Wellesley Contributory Retirement Board
DESCRIPTION
The government authority in Massachusetts is seeking a vendor to provide investment consulting services. The selected firm will be responsible for preparing quarterly reports on the performance of each fund managed by investment managers, as well as the overall performance of total plan assets. Additionally, the consultant will provide a summary of asset allocation for the Wellesley Pension assets, utilizing look-through treatment for multi-asset funds to determine precise allocations among asset classes.
The vendor must provide Capital Market Expectations for 10-, 20-, and 30-year periods at least annually, and attend Board meetings at least twice per year to discuss performance and manager reviews after both the fiscal and calendar year ends. The consulting firm will also conduct an annual review of the System's investment policy with the Retirement Board, including analysis of asset allocation policies and expected returns, and comparisons to actuarial assumptions used for pension liabilities. Periodic educational reports and publications are to be provided to enhance understanding among stakeholders.
Similar RFPs
Frequently asked questions
- When is the submission deadline?
- Submissions are due August 6, 2026. Questions must be submitted by August 6, 2026.
- Who issued this RFP?
- It was issued by Wellesley Contributory Retirement Board. The work is located in Wellesley, Massachusetts, United States.
- Who is a good fit for this opportunity?
- Established investment consulting firms with experience in public pension plans
- Familiarity with asset performance reporting and asset allocation analysis
- Ability to provide long-term capital market expectations and educate boards
- Experience facilitating policy reviews and working with government retirement boards
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.