When is the submission deadline?

This RFP closed on July 24, 2026 and is no longer accepting submissions.

It was issued by North Attleboro Contributory Retirement System. The work is located in North Attleboro, Massachusetts, United States.

Who is a good fit for this opportunity?

Institutional investment management firm with expertise in small cap core equity. Proven track record managing portfolios of similar size. Experience working with public sector or government clients. Strong regulatory compliance and reporting capabilities.

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Small Cap Core Equity Services

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Overview

Financial, Legal, HR & Staffing

North Attleboro, Massachusetts, United StatesPosted: June 16th, 2026Deadline: July 24th, 2026

Past Due

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SUMMARY

RFP for firms to provide small cap core equity investment management services for $15 million in Massachusetts government funds.

KEY REQUIREMENTS

Must be a fiduciary with respect to the funds invested
Must comply with Massachusetts General Law Chapter 32 Section 23B(k)(1)(a) through (e)
Must certify proposal in writing under penalties of perjury
Must submit PERAC forms including Vendor Contact Information, Vendor Certification, Vendor Disclosures, and Placement Agent Statement
Must provide a sample portfolio holdings sheet
Must provide an organizational chart
Must provide a sample contract or offering document
Must be able to manage a small cap core product
Must have familiarity with managing assets for Massachusetts public funds

CONTRACT DURATION

84 months

TIMELINE

Proposals are due: July 24th, 2026 at 12:00 PM EST.

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

North Attleboro Contributory Retirement System

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

The government authority in Massachusetts is seeking a vendor to provide small cap core equity services. The selected firm will manage a portion of the authority's investment portfolio, overseeing approximately $15 million within a fund that currently holds about $170 million in total assets.

Qualified vendors must demonstrate expertise and experience in small cap core equity management, with a proven track record of managing comparable asset sizes and delivering value to institutional investors. Proposals should address investment approach, performance history, and ability to operate within the regulatory environment applicable to government investment funds.

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Frequently asked questions

When is the submission deadline?: This RFP closed on July 24, 2026 and is no longer accepting submissions.
Who issued this RFP?: It was issued by North Attleboro Contributory Retirement System. The work is located in North Attleboro, Massachusetts, United States.
Who is a good fit for this opportunity?: Institutional investment management firm with expertise in small cap core equity
Proven track record managing portfolios of similar size
Experience working with public sector or government clients
Strong regulatory compliance and reporting capabilities

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.

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