RFPs Current Manager Searches

Manager Searches

Meketa Investment Group regards each search as unique, driven by specific client needs, and requiring a fresh and comprehensive review of the marketplace. To facilitate our searches for appropriate managers, we use eVestment Alliance and Morningstar databases to conduct broad initial screens of the manager universe. Additionally, we compile our own proprietary manager database of approximately 2,000 investment managers and over 3,500 of their respective investment products. Each search is conducted in an open, competitive manner, consistent with our role as a fiduciary.

We post RFPs for certain investment manager searches. If you are interested in participating in a search, please download the RFP and submit it, as described below.

Plymouth County Retirement Association - Global Multisector Fixed Income
The Board Members of the Plymouth County Retirement Association would be pleased to receive proposals regarding the active management of Global Multisector Fixed Income strategies. Preference will be given to managers who have sufficient experience and capabilities managing unconstrained strategies with tactical elements. The Manager selected shall be expected to achieve a total return of 5-6% per annum net of fees through the active management of Global Multisector Fixed Income securities by using sector rotation, security selection, duration management, and currency allocations, among other tactical and strategic opportunities. The firm must have a minimum of $1 billion under management in total, $300 million invested, and a five-year performance history in the Global Multisector Fixed Income strategy. The Board reserves the right to reject any and all proposals at its discretion. The Board intends to invest approximately $30 million in total.

The funds shall be managed in compliance with Massachusetts General Laws, Chapter 32 and Chapter 176, the regulations of the Massachusetts Division of Public Employee Retirement Administration Commission, 840 CMR, and the Placement Agent Policy (available from https://www.mass.gov/lists/perac-compliance-investments-forms).

All bidders are hereby advised that any proposal selected shall be subject to (1) approval of the Board, (2) a written contract and (3) approval of the engagement by the Massachusetts Public Employee Retirement Administration Commission (PERAC).

Bid deadline: September 27, 2018 @ 3:00pm EST

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Plymouth County Retirement Association - Private Equity
The Board Members of the Plymouth County Retirement Association (hereinafter "Board") are seeking proposals from managers of a direct private equity strategy. More specifically, the Retirement Board seeks a demonstrated ability to manage a buyout strategy that invests in the equity of North American small and middle market companies.

The Board intends to commit approximately $12.0 million to a North American small and middle market buyout private market equity managers. Only proposals from experienced managers of North American direct small and middle market buyout private equity strategies. First time fund, fund of funds, public equity, and single sector focused strategies will not be considered. The objective of this Request for Proposal shall be to identify that manager whose expertise will best meet the Board's goals and needs. The Board reserves the right to reject any and all proposals at its discretion.

The selected manager(s) must have familiarity with, and agree to comply with Massachusetts General Laws, Chapter 32 and Chapter 176, the regulations of the Massachusetts Division of Public Employee Retirement Administration Commission, 840 CMR, and the PERAC Placement Agent Policy. Please see http://www.mass.gov/perac/ for details.

Due date deadline: October 9, 2018 @Noon EST
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Plymouth County Retirement Association - Short Duration Credit Fixed Income
The Board Members of the Plymouth County Retirement Association would be pleased to receive proposals regarding the active management of Short Duration Credit Fixed Income strategies. Preference will be given to managers who have sufficient experience and capabilities managing Short Duration Credit Fixed Income strategies. The Manager selected shall be expected to outperform the Bloomberg Barclays 1-3 Year Credit Index, while primarily investing in investment grade corporate securities. The firm must have a minimum of $1 billion under management in total, $300 million invested, and a five-year performance history in the Short Duration Credit Fixed Income strategy. The Board reserves the right to reject any and all proposals at its discretion. The Board intends to invest approximately $30 million in total.

The funds shall be managed in compliance with Massachusetts General Laws, Chapter 32 and Chapter 176, the regulations of the Massachusetts Division of Public Employee Retirement Administration Commission, 840 CMR, and the Placement Agent Policy (available from https://www.mass.gov/lists/perac-compliance-investments-forms).

All bidders are hereby advised that any proposal selected shall be subject to (1) approval of the Board, (2) a written contract and (3) approval of the engagement by the Massachusetts Public Employee Retirement Administration Commission (PERAC).

Bid deadline: September 27, 2018 @ 3:00pm EST

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