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.

Massachusetts Housing Finance Agency Retirement System - Custody Services
The Board Members of the Massachusetts Housing Finance Agency Retirement System (hereinafter "Board") are seeking proposals from providers of master trust and custodial services. The Board seeks a provider of customary custody, accounting and recordkeeping services including but not limited to: standard reporting of holdings and transfers; providing required custody and accounting services for separately managed as well as externally held investment accounts; assisting with securities-related administrative tasks such as proxy voting, corporate action elections, and securities litigation filings; reconciling assets and transfers with external parties including the System's auditors, investment managers, and the Public Employee Retirement Administration Commission ("PERAC").

This search will be conducted and any contract will be awarded in accordance with M.G.L. Ch. 32 and all applicable investment guidelines administered by the Public Employee Retirement Administration Commission ("PERAC"). The Board reserves the right to reject any and all proposals at its discretion.

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 Response Due: October 24, 2018 3:00 pm EST
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Worcester Retirement System - Custody Services
The Worcester (MA) Retirement Board is seeking proposals from qualified bank or financial institution to provide Institutional Custodial/Master Trust Services to a Massachusetts Public Employee Defined Benefit Plan governed under the provisions of MGL Chapter 32 and Regulations of the Massachusetts Public Employee Retirement Administration Commission 840 CMR.

This search will be conducted and any contract will be awarded in accordance with M.G.L. Ch. 32 and all applicable investment guidelines administered by the Public Employee Retirement Administration Commission ("PERAC"). The Board reserves the right to cancel or reject in whole or part any or all proposals in the best interest of the Worcester Retirement System.

Bid due: November 1, 2018 at 12:00 pm EST
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