Client RFPS

Client RFPS

The Board of Trustees of the Bristol County Retirement System (“Board”) is considering the procurement of a qualified bank or financial institution to provide institutional custodial/master trust services. The Fund is valued at approximately $675 million and is currently comprised of eight separately managed portfolios (six equity and two fixed income) and thirty-three “pooled” portfolios. Individual contracts will be awarded and stated in accordance with M.G.L. Ch. 32 and all applicable guidelines administered by the Public Employee Retirement Administration Commission (“PERAC”). The Board reserves the right to reject any and all proposals at its discretion.

Proposal must be received at the Board prior to 3:00 p.m. EST on June 6, 2018. Proposals will not be accepted after the closing date and time. Any questions relating to the proposal should be directed to Michaela Pastore at Segal Marco Advisors (mpastore@segalmarco.com).

The Cambridge Retirement Board (“Board”) is considering an allocation to Core Fixed Income. The mandate will be for approximately $130 million to a commingled fund/funds. Individual contracts will be awarded and stated 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 or to select more than one manager and to determine the amount of assets each will manage. MBE and WMBE are strongly encouraged to participate.

We have revised the minimum criteria and have extended the proposal deadline to 3:00 p.m. EST on Thursday, June 21, 2018. Proposals will not be accepted after the closing date and time. Please direct questions pertaining to the Request for Proposal via email only to bostonrfp@segalrc.com.