When is the submission deadline?

Submissions are due July 5, 2026.

It was issued by Town Of Coventry. The work is located in Coventry, Connecticut, United States.

Who is a good fit for this opportunity?

Registered investment advisory firm with experience managing municipal pension assets. Demonstrated history of overseeing portfolios exceeding $10 million. Ability to provide strategic advisory services and performance monitoring. Experience working with government agencies or public funds. Strong communication skills and ability to provide educational presentations.

Investment Management and Advisory Services (Due July 5, 2026)

Overview

Financial, Legal, HR & Staffing

Coventry, Connecticut, United StatesPosted: June 2nd, 2026Deadline: July 5th, 2026

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SUMMARY

Seeking investment management and advisory services for a municipal pension fund in Coventry, Connecticut, totaling approximately $14 million in assets. Responsibilities include portfolio management, performance reporting, and committee support.

KEY REQUIREMENTS

Must be a properly registered investment advisory firm with the SEC or applicable state regulatory authority
Must provide Form ADV Parts 1 and 2
Must acknowledge fiduciary responsibility to the Town of Coventry Pension Plan
Must demonstrate at least five years of institutional investment management or advisory experience
Must have experience working with institutional clients such as pension plans, governmental entities, endowments, or foundations
Must maintain appropriate professional liability or errors and omissions insurance
Must provide at least three institutional client references
Must deliver services through a fee-based investment advisory program

TIMELINE

Proposals must be submitted by July 15th, 2026.

Issuing Agency

Town Of Coventry

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DESCRIPTION

The government authority located in Coventry, Connecticut is seeking a vendor to provide professional investment management and advisory services for its municipal pension assets, with plan assets totaling approximately $14 million.

Services required include portfolio construction and asset allocation, security selection, implementation, and ongoing portfolio monitoring and rebalancing. The selected firm will also be responsible for providing strategic asset allocation guidance, investment policy support, and delivering insights on capital market assumptions and outlook.

Additional responsibilities include comprehensive performance monitoring through quarterly performance reports, benchmark comparisons, and risk and attribution analysis. The firm will support the agency’s committee by attending meetings as requested, offering educational presentations for committee members, and maintaining ongoing communication with agency officials.

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Frequently asked questions

When is the submission deadline?: Submissions are due July 5, 2026.
Who issued this RFP?: It was issued by Town Of Coventry. The work is located in Coventry, Connecticut, United States.
Who is a good fit for this opportunity?: Registered investment advisory firm with experience managing municipal pension assets
Demonstrated history of overseeing portfolios exceeding $10 million
Ability to provide strategic advisory services and performance monitoring
Experience working with government agencies or public funds
Strong communication skills and ability to provide educational presentations

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