When is the submission deadline?

Submissions are due August 28, 2026.

What is the budget for this RFP?

The published budget is $15,000,000 – $16,000,000.

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

Who is a good fit for this opportunity?

Investment management firm specializing in international value-oriented equity strategies. Demonstrated experience managing large institutional portfolios. Capability to actively manage portfolios of approximately $305 million. Strong institutional investment reporting and compliance processes.

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Value-Oriented International 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 international equity services. The portfolio has an approximate value of $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 operation as an investment management organization
Must have at least three years of experience in managing dedicated International Value Equity portfolios
Must have at least $1 Billion in International equity assets under management as of June 30th, 2026
Must have at least $1 Billion in the proposed International Value product as of June 30th, 2026
Proposed product must have a minimum five-year track record as of the most recent quarter end
Must agree to comply with all applicable Massachusetts General Laws and PERAC regulations
Must act as a fiduciary and not require indemnification from the Retirement Board

BUDGET

Verified

$15,000,000 – $16,000,000

CONTRACT DURATION

84 months

TIMELINE

Proposal deadline: August 28th, 2026

Opening of proposals: August 31st, 2026

Manager selection: Within 180 days of the submission 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

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DESCRIPTION

A government authority in Windsor, Connecticut is seeking a qualified investment manager to provide value-oriented international equity investment management services.

The selected provider will be responsible for actively managing an international value-oriented equity portfolio with an approximate value of $305 million. The engagement is intended for an investment management firm with relevant experience overseeing international equity strategies.

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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 $15,000,000 – $16,000,000.
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?: Investment management firm specializing in international value-oriented equity strategies
Demonstrated experience managing large institutional portfolios
Capability to actively manage portfolios of approximately $305 million
Strong institutional investment reporting and compliance processes

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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