Large Cap Equity Management Service
Location:
Boston, Massachusetts, United States
Posted on:
Deadline:
Summary:
The government of Massachusetts is seeking an investment manager with at least five years' track record and $1 billion AUM for large cap equity management services.
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A government authority in Massachusetts is seeking proposals for large cap equity management services. The selected vendor must provide a U.S. large cap equity investment strategy. Both core, value, and growth strategies are eligible, and active management is preferred; however, index or enhanced funds will be considered for those proposing a core strategy.
Eligible investment vehicles include commingled funds or separately managed accounts, while mutual funds are excluded from consideration. Respondents must show a minimum five-year track record with the proposed strategy and must manage at least $1 billion in assets.
This RFP offers an opportunity for established investment firms with demonstrable expertise in large cap equity management to partner with a Massachusetts government entity.
Best-fit vendors:
• Established investment management firm specializing in U.S. large cap equity
• Minimum five-year track record with proposed strategy
• At least $1 billion in assets under management
• Experience working with public sector or governmental clients
• Ability to offer commingled funds or separately managed accounts
