Passive Mid Cap Value Equity Service
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SUMMARY
KEY REQUIREMENTS
BUDGET
VerifiedTIMELINE
Date published: June 17th, 2026
Proposals due: July 8th, 2026 at 2:00 PM EST
Issuing Agency
Falmouth Retirement Board
DESCRIPTION
The government authority located in Falmouth, Massachusetts seeks investment management firms to provide passive mid cap value equity services. The selected firm will be responsible for managing up to 6.25% of the System’s defined benefit plan assets in a Passive Mid Cap Value Equity product.
The dollar allocation for this mandate will be determined as a percentage of the portfolio's market value. The Board will evaluate both pooled fund vehicles and separately managed accounts to fulfill this service requirement. Additional details and the main RFP document are not included within this notice.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due July 8, 2026.
- What is the budget for this RFP?
- The published budget is $15,000,000 – $20,000,000.
- 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?
- Registered investment management firms with expertise in passive mid cap value equity products
- Experience managing assets for government pension or defined benefit plans
- Capability to handle both pooled funds and separately managed accounts
- Strong compliance and fiduciary track record
Analysis generated by Settle AI from the source RFP.
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