Passive High Yield Bond Investment Management Service
Overview
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SUMMARY
KEY REQUIREMENTS
BUDGET
VerifiedTIMELINE
Issuing Agency
Falmouth Retirement Board
DESCRIPTION
A government authority in Massachusetts is seeking an investment management firm to provide passive high yield bond services for its defined benefit plan.
The selected firm will manage an allocation of up to 4.5% of the agency’s defined benefit plan in a passive high yield bond product. The actual dollar allocation will be determined as a percentage of the portfolio and may fluctuate based on changes in the total portfolio market value.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due September 21, 2026.
- What is the budget for this RFP?
- The published budget is $11,000,000.
- Who issued this RFP?
- It was issued by Falmouth Retirement Board. The work is located in Falmouth, Massachusetts, United States.
- Who is a good fit for this opportunity?
- Investment management firm with passive high yield bond expertise
- Experience managing defined benefit plan assets
- Institutional portfolio management capabilities
- Strong compliance, reporting, and risk management processes
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.