When is the submission deadline?

Submissions are due September 24, 2026. Questions must be submitted by August 26, 2026.

It was issued by Massachusetts Housing Finance Agency. The work is located in Boston, Massachusetts, United States.

Who is a good fit for this opportunity?

Investment management and financial advisory firm with public-sector experience. Demonstrated expertise in fixed-income securities and institutional cash management. Capability to provide investment strategy, performance reporting, and transaction documentation. Experience advising government agencies and coordinating with cash flow consultants. Ability to deliver electronic trade files and recurring monthly and quarterly statements.

Investment Management and Advisory Services (Due September 24, 2026)

Overview

Financial, Legal, HR & Staffing

Boston, Massachusetts, United StatesPosted: August 5, 2026Deadline: September 24, 2026

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SUMMARY

A Boston government authority seeks an investment management firm to provide fixed-income investment advice, strategy development, reporting, training, and transaction support under a three-year contract.

KEY REQUIREMENTS

Must be a consultant capable of managing Multi-Family and Single-Family bond resolutions, Mortgage Insurance Fund, and Working Capital Accounts
Must be registered under the Investment Advisors Act of 1940
Must provide standardized electronic trade files for all executed transactions
Must provide monthly and quarterly statements of investment activity, earnings, and portfolio value
Must provide investment strategies to improve return performance
Must be able to provide historical returns on a GIPS-compliant basis
Must be able to submit to background checks of impacted employees at MassHousing's request
Must agree to enter into an agreement in substantially the same form as MassHousing's Standard Services Agreement

CONTRACT DURATION

60 months

TIMELINE

August 4th, 2026: Distribute RFP

August 5th, 2026: RFP Response Period Begins

August 26th, 2026: Submit all questions in writing

September 9th, 2026: MH will publish answers to questions

September 24th, 2026: RFP Response Deadline

October 14th, 2026: RFP Evaluation and Selection of Candidates for Further Review

December 3rd, 2026: Complete Follow-up and Reference Calls

December 15th, 2026: Final Selection

QUESTION DEADLINE

August 26, 2026

CONTACTS

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

Additional decision-makers and their departments

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Issuing Agency

Massachusetts Housing Finance Agency

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DESCRIPTION

The government authority in Boston, Massachusetts is seeking a qualified investment management and advisory services provider for a three-year contract. The selected firm will serve as a general resource for agency staff by providing information, advice, and training related to fixed-income securities and investments.

The provider will work with agency staff and cash flow consultants to ensure investment strategies align with agency cash requirements. Responsibilities will include providing monthly and quarterly statements detailing investment activity, earnings, and investment values; recommending strategies to improve return performance; suggesting changes to the investment strategy as needed; and supplying standardized electronic trade files for all executed transactions.

Questions must be submitted by August 26, 2026. Proposals are due by September 24, 2026.

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Frequently asked questions

When is the submission deadline?: Submissions are due September 24, 2026. Questions must be submitted by August 26, 2026.
Who issued this RFP?: It was issued by Massachusetts Housing Finance Agency. The work is located in Boston, Massachusetts, United States.
Who is a good fit for this opportunity?: Investment management and financial advisory firm with public-sector experience
Demonstrated expertise in fixed-income securities and institutional cash management
Capability to provide investment strategy, performance reporting, and transaction documentation
Experience advising government agencies and coordinating with cash flow consultants
Ability to deliver electronic trade files and recurring monthly and quarterly statements

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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