When is the submission deadline?

Submissions are due July 8, 2026.

What is the budget for this RFP?

The published budget is $15,000,000 – $20,000,000.

It was issued by Falmouth Retirement System. The work is located in Falmouth, Massachusetts, United States.

Who is a good fit for this opportunity?

Registered investment management firm with expertise in passive small cap value equity products. Experience managing institutional defined benefit plan assets. Ability to offer pooled funds and separately managed account solutions. Strong compliance and reporting infrastructure. Presence or comfort working with public sector clients.

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Passive Small Cap Value Equity Management Services

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Overview

Financial, Legal, HR & Staffing

Falmouth, Massachusetts, United StatesPosted: June 18th, 2026Deadline: July 8th, 2026

Fit Score

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SUMMARY

Seeking an investment management firm to oversee up to 6.75% of a defined benefit plan in passive small cap value equity, with options for pooled or separately managed accounts.

KEY REQUIREMENTS

Must manage up to 6.75% of the System's defined benefit plan in a Passive U.S. Small Cap Value Equity product
Must have familiarity with and agree to comply with Massachusetts G.L. Chapter 32
Must have familiarity with and agree to comply with Chapter 176 of the Acts of 2011
Must comply with all applicable investment guidelines administered by PERAC

BUDGET

Verified

$15,000,000 – $20,000,000

TIMELINE

Date published: June 17th, 2026

Proposals due: July 8th, 2026

Issuing Agency

Falmouth Retirement System

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DESCRIPTION

The government authority located in Falmouth, Massachusetts seeks a vendor to provide passive small cap value equity management services. The selected investment management firm will be responsible for managing up to 6.75% of the System's defined benefit plan assets within a Passive Small Cap Value Equity product.

The Board is open to considering both pooled funds and separately managed accounts to fulfill this investment mandate. The funding for this service will be determined as a percentage of the portfolio's total market value. Interested firms should have experience handling passive equity mandates and be capable of meeting the institution's reporting and compliance requirements.

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Frequently asked questions

When is the submission deadline?: Submissions are due July 8, 2026.
What is the budget for this RFP?: The published budget is $15,000,000 – $20,000,000.
Who issued this RFP?: It was issued by Falmouth Retirement System. The work is located in Falmouth, Massachusetts, United States.
Who is a good fit for this opportunity?: Registered investment management firm with expertise in passive small cap value equity products
Experience managing institutional defined benefit plan assets
Ability to offer pooled funds and separately managed account solutions
Strong compliance and reporting infrastructure
Presence or comfort working with public sector clients

Analysis generated by Settle AI from the source RFP.

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