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.

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 firm with experience in passive small cap growth equity. Past performance managing public defined benefit plan assets. Ability to offer both pooled funds and separately managed accounts. Demonstrated compliance with regulatory requirements and fiduciary standards.

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Passive Small Cap Growth Equity Service

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Overview

Financial, Legal, HR & Staffing

Falmouth, Massachusetts, United StatesPosted: June 18th, 2026Deadline: July 8th, 2026

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SUMMARY

Seeking investment managers for passive small cap growth equity, managing up to 6.25% of a defined benefit plan for a government system in Falmouth, Massachusetts.

KEY REQUIREMENTS

Must manage up to 6.25% of the System's defined benefit plan in a Passive U.S. Small Cap Growth Equity product
Must have familiarity with and agree to comply with Massachusetts G.L. Chapter 32
Must have familiarity with and agree to comply with Chapter 176 of the Acts of 2011
Must comply with all applicable investment guidelines administered by PERAC

BUDGET

Verified

$15,000,000 – $20,000,000

TIMELINE

Proposals are due on July 8th, 2026 at 2:00 PM EST.

Issuing Agency

Falmouth Retirement Board

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

The government authority in Falmouth, Massachusetts is seeking investment management firms to provide passive small cap growth equity services. Selected firms will manage up to 6.25% of the System’s defined benefit plan assets using a Passive Small Cap Growth Equity product.

The allocation for this mandate will be determined as a percentage of the overall portfolio market value, and the Board is open to considering both pooled funds as well as separately managed accounts. Please note this notice provides summary information only, and the main RFP document is not currently available.

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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 firm with experience in passive small cap growth equity
Past performance managing public defined benefit plan assets
Ability to offer both pooled funds and separately managed accounts
Demonstrated compliance with regulatory requirements and fiduciary standards

Analysis generated by Settle AI from the source RFP.

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