When is the submission deadline?

This RFP closed on August 14, 2026 and is no longer accepting submissions.

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

Who is a good fit for this opportunity?

Institutional investment management firm with expertise in small-cap core strategies. Demonstrated experience managing public-sector or institutional portfolios. Strong performance history and risk-management capabilities in small-cap equities. Appropriate regulatory registrations, compliance infrastructure, and client reporting capabilities.

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Small Cap Core Manager Services

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Overview

Financial, Legal, HR & Staffing

Shrewsbury, Massachusetts, United StatesPosted: July 31, 2026Deadline: August 14, 2026

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SUMMARY

A Massachusetts government authority is seeking an investment manager for a small-cap core mandate. The fund has approximately $185 million in total assets, with $13.5 million included in this search.

KEY REQUIREMENTS

Must be a fiduciary with respect to the funds
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 provide PERAC forms including Vendor Contact Information, Vendor Certification, Vendor Disclosures, and Placement Agent Statement
Must be able to manage a small cap core product
Must provide a sample portfolio holdings sheet
Must provide an organizational chart
Must provide a sample contract or offering document

CONTRACT DURATION

84 months

TIMELINE

Proposals are due by August 14th, 2026 at 12:00pm EST.

QUESTION DEADLINE

August 14, 2026

CONTACTS

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

Additional decision-makers and their departments

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Issuing Agency

Shrewsbury Contributory Retirement System

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DESCRIPTION

A government authority in Massachusetts is seeking a qualified investment manager to provide small cap core manager services.

The fund has approximately $185 million in total assets, with approximately $13.5 million included in the scope of this manager search. The selected provider will be responsible for managing the designated small-cap core investment mandate in accordance with the authority’s requirements.

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Frequently asked questions

When is the submission deadline?: This RFP closed on August 14, 2026 and is no longer accepting submissions.
Who issued this RFP?: It was issued by Shrewsbury Contributory Retirement System. The work is located in Shrewsbury, Massachusetts, United States.
Who is a good fit for this opportunity?: Institutional investment management firm with expertise in small-cap core strategies
Demonstrated experience managing public-sector or institutional portfolios
Strong performance history and risk-management capabilities in small-cap equities
Appropriate regulatory registrations, compliance infrastructure, and client 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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