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 - High Yield Fixed Income
The Board Members of the Massachusetts Housing Finance Agency Retirement System (hereinafter "Board") are seeking proposals from managers of High Yield Fixed Income. The Board intends to commit approximately $10 million. Only proposals for experienced managers of fund of funds will be considered. Respondents must have been in operation for at least five years and have total equity capital invested exceeding $1 billion.

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 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.

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: 3:00 pm Eastern Standard Time on November 23, 2018.
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Norwood Retirement System - Custody Services
The Board Members of the Norwood 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 deadline: 3:00 PM ET on November 13, 2018

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Norwood Retirement System - Small Cap Core Domestic Equity
The Board Members of the Norwood Retirement System (hereinafter "Board") would be pleased to receive proposals regarding the active management of Small Cap Core Domestic Equity strategies. Preference will be given to managers who have sufficient experience and capabilities managing Small Cap Core strategies. The firm must have a minimum of $500 million under management in total, and $200 million invested and a three-year performance history in the Small Cap Core strategy. The Board reserves the right to reject any and all proposals at its discretion.

The Board intends to invest approximately $12 million.

The selected manager(s) must have familiarity with, and agree to comply with Massachusetts G.L. Chapter 32 and Chapter 176 and all applicable investment guidelines administered by PERAC. 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: November 27, 2018 @ 3:00 pm EST
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Quincy Retirement System - Co-Investment Strategy
The Board Members of the Quincy Retirement System (hereinafter "Board") are seeking proposals from managers of a Co-investment strategy.

The Board intends to invest approximately $5 to $10 million. Only proposals for experienced managers of co-investment strategies will be considered. Seeding vehicles are excluded from this search. Private and public markets' co-investment strategies will 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 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.

Bid deadline: November 30, 2018 @ 12:00 pm EST
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Quincy Retirement System - Custody Search
The Board Members of the Quincy 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 deadline: 12:00 PM ET on November 30, 2018
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Quincy Retirement System - Emerging Markets Equity
The Board Members of the Quincy Retirement System (hereinafter "Board") are seeking proposals from managers of an emerging markets equity strategy.

The Board intends to invest approximately $35.0 million in an emerging market equity portfolio. Only commingled and mutual fund vehicles will be considered. The objective of this Request for Proposal shall be to identify the manager whose expertise will best meet the Board's goals and needs.

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.

Bid deadline: Friday, November 16, 2018 @ 12:00pm EST
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Town of Lexington Retirement System - Custody Services
The Board Members of the Town of Lexington 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 deadline: 12:00 PM ET on November 20, 2018
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Worcester Retirement System - Bank Loans
The Board Members of the Worcester Retirement System (hereinafter "Board") are seeking proposals from managers of Bank Loans strategies.

The Board intends to commit approximately $11 million. Only proposals for experienced managers of fund of funds will be considered. Respondents must have been in operation for at least five years and have total equity capital invested exceeding $1 billion. 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 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.

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: 3:00 pm Eastern Standard Time on November 23, 2018.
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City of Quincy Retirement System - Non-Core Real Estate

The Board Members of the Quincy Retirement System (hereinafter "Board") are seeking proposals from managers of Non-Core Real Estate strategies. More specifically, the Retirement Board seeks a demonstrated ability to manage a diversified strategy that invests in value-added and/or opportunistic real estate investments.

The Board intends to commit approximately $20 million, and may split the mandate across multiple funds.  Only proposals for experienced managers of closed-end, non-core real estate portfolios will be considered.  Open-ended, first-time funds, public equity, and sector specific 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 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.

Bid deadline:  November 30, 2018 @ 12:00pm EST; Please download the following 6 files.

Download Word

Download Attachment A

Download Attachment C

Download Attachment F

Download Attachment H

Download Attachment X

 
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