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.

City of Oakland Police & Fire Retirement System - U.S. Small Cap Value Equity
Meketa Investment Group is in the process of identifying qualified investment management organizations to manage a U.S. Small Cap Value Equity mandate on behalf of the City of Oakland Police and Fire Retirement System (OPFRS). The size of the mandate is expected to be approximately $10-15 million but could vary depending on several factors yet to be determined. Please contact David Sancewich dsancewich@meketagroup.com) and Brandon Ross (bross@meketagroup.com) with any questions.

Bid deadline: October 4, 2019 at 5pm Pacific Time
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Marlborough Retirement System - Custody Services
The Board Members of the Marlborough 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 Due Date: October 2, 2019, 3:00 PM EST
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Plymouth County Retirement Association - Passive Index Strategies
The Board Members of the Plymouth County Retirement Association (hereinafter "Board") are seeking proposals from passive index managers. The Board intends to commit approximately $90 million across several passive indexing portfolios. Please see the RFP for details regarding specific mandates.

Only proposals for experienced managers of indexing strategies will be considered. Respondents must have been in operation for at least three years and have total assets under management exceeding $500 million. Preference will be given to firms which can provide all services but partial responses 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.

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 Due Date: October 2, 2019, 3pm EST
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Quincy Retirement System - Emerging Market Debt
The Board Members of the Quincy Retirement System (hereinafter “Board”) are seeking proposals from managers of an emerging market debt strategy. Preference will be given to firms which can provide a blended strategy of local and hard currency exposure.

The Board intends to invest approximately $6.0 million in an emerging market debt portfolio. Only commingled and mutual fund vehicles 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 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.

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: October 2, 2019 @ 12:00pm EST

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Quincy Retirement System - International Small Cap
The Board Members of the Quincy Retirement System (hereinafter “Board”) are seeking proposals from managers of an international developed market small cap equity strategy.
The Board intends to invest approximately $13.0 million in an international developed market small cap equity portfolio. Only commingled and mutual fund vehicles 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 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.

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: October 2, 2019 @ 12:00pm EST
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San Joaquin County Employees' Retirement Association - Emerging Markets Equity
Meketa is in the process of identifying qualified investment management organizations to manage an Emerging Markets Equity mandate on behalf of the San Joaquin County Employees' Retirement Association (SJCERA). The size of the mandate is expected to be approximately $40-50 million but could vary depending on several factors yet to be determined. Please contact David Sancewich (dsancewich@meketagroup.com) and Brandon Ross (bross@meketagroup.com) with any questions.

Bid deadline: September 13, 2019 at 5pm Pacific Time

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