Passive and Active Equity Investment Management Services
Overview
Settle Signals
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
Proposals are due by September 24th, 2026 at 2:00 PM EST.
Successful proposal acceptance is expected within 120 days of the due date.
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Wainwright Investment Counsel, Llc
DESCRIPTION
The government authority located in Norfolk, Massachusetts seeks a qualified vendor to provide passive and active equity investment management services.
The selected investment manager will manage approximately $130 million of the System’s defined benefit plan assets under a passive and active equity investment strategy. The engagement is intended for an experienced provider capable of managing institutional defined benefit plan investments.
Similar RFPs
Frequently asked questions
- When is the submission deadline?
- Submissions are due September 24, 2026.
- Who issued this RFP?
- It was issued by Wainwright Investment Counsel, Llc. The work is located in Norwood, Massachusetts, United States.
- Who is a good fit for this opportunity?
- Institutional investment management firm with expertise in passive and active equity strategies
- Demonstrated experience managing defined benefit plan assets
- Proven capacity to manage approximately $130 million in institutional assets
- Strong track record serving government authorities or public-sector retirement systems
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.