Large Cap Equity Management Service
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
KEY REQUIREMENTS
TIMELINE
Issuing Agency
Boston Retirement System
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
A government authority in Massachusetts is seeking proposals for large cap equity management services. The selected vendor must provide a U.S. large cap equity investment strategy. Both core, value, and growth strategies are eligible, and active management is preferred; however, index or enhanced funds will be considered for those proposing a core strategy.
Eligible investment vehicles include commingled funds or separately managed accounts, while mutual funds are excluded from consideration. Respondents must show a minimum five-year track record with the proposed strategy and must manage at least $1 billion in assets.
This RFP offers an opportunity for established investment firms with demonstrable expertise in large cap equity management to partner with a Massachusetts government entity.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.