When is the submission deadline?

Submissions are due August 28, 2026.

What is the budget for this RFP?

The published budget is $11,000,000 – $12,000,000.

It was issued by Plymouth Retirement Board. The work is located in Plymouth, Massachusetts, United States.

Who is a good fit for this opportunity?

Institutional investment management firm specializing in domestic large-cap value equity strategies. Demonstrated experience managing large public-sector or institutional portfolios. Established performance history in actively managed U.S. equity investments. Regulatory-compliant firm with qualified investment professionals and institutional reporting capabilities.

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Value-Oriented Domestic Large-Cap Equity Investment Manager Services

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Overview

Financial, Legal, HR & Staffing

Plymouth, Massachusetts, United StatesPosted: August 6, 2026Deadline: August 28, 2026

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SUMMARY

A government authority in Windsor, Connecticut seeks an investment manager for actively managed, value-oriented domestic large-cap equity services. The selected firm will support a portfolio of approximately $305 million.

KEY REQUIREMENTS

Must be a registered investment advisor with the SEC or registered with the Massachusetts Office of the Secretary of State
Must have at least five years of experience as an investment management organization
Must have at least three years of experience managing dedicated Large Cap Value Equity portfolios
Must have at least $1 Billion in U.S. domestic equity assets under management
Must have at least $1 Billion in the proposed Large Cap Value product as of June 30, 2026
Must have a minimum five-year track record for the proposed product as of the most recent quarter end
Must comply with all applicable Massachusetts General Laws and PERAC regulations
Must act as a fiduciary and agree to no indemnification from the Retirement Board

BUDGET

Verified

$11,000,000 – $12,000,000

CONTRACT DURATION

84 months

TIMELINE

Proposal deadline: August 28th, 2026

Opening of proposals: August 31st, 2026

Manager selection: Within 180 days of the proposal deadline

CONTACTS

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

Additional decision-makers and their departments

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Issuing Agency

Plymouth Retirement Board

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

A government authority in Windsor, Connecticut is seeking an investment manager to provide actively managed, value-oriented domestic large-cap equity investment management services.

The selected provider will manage assets within an investment portfolio valued at approximately $305 million. The engagement requires expertise in domestic large-cap equity strategies focused on value-oriented investment management.

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Frequently asked questions

When is the submission deadline?: Submissions are due August 28, 2026.
What is the budget for this RFP?: The published budget is $11,000,000 – $12,000,000.
Who issued this RFP?: It was issued by Plymouth Retirement Board. The work is located in Plymouth, Massachusetts, United States.
Who is a good fit for this opportunity?: Institutional investment management firm specializing in domestic large-cap value equity strategies
Demonstrated experience managing large public-sector or institutional portfolios
Established performance history in actively managed U.S. equity investments
Regulatory-compliant firm with qualified investment professionals and institutional 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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