Portfolio Monitoring Service
Overview
Fit Score
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
Responses due by July 27th, 2026.
Expected contract award on or about October 5th, 2026.
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Cambridge Retirement System
DESCRIPTION
The government authority in Cambridge, Massachusetts, is seeking a qualified vendor to provide comprehensive portfolio monitoring services for the Board's invested assets. The selected firm will be responsible for monitoring the Board’s assets for losses arising from violations or potential violations of federal or state securities laws, as well as breaches of duty owed to the Board.
Services include ongoing securities monitoring and administration, expert legal advice covering all aspects of securities litigation, and the use of internal and external resources to track relevant litigation in which the Board may have an interest. The vendor will advise the Board regarding situations that may warrant litigation or arbitration, offering assessments of likely outcomes, recommendations on litigation participation, and guidance on relevant deadlines.
The firm must remain responsive to the Board’s inquiries, providing recommendations on case status, strategy, and potential settlement or resolutions on an as-needed basis. At a minimum, quarterly reports will be required summarizing the status of any pending or potential litigation related to the Board’s investments. The contract period is set for seven years.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due July 27, 2026.
- Who issued this RFP?
- It was issued by Cambridge Retirement System. The work is located in Cambridge, Massachusetts, United States.
- Who is a good fit for this opportunity?
- Experienced in portfolio monitoring and securities litigation services
- Expertise in federal and Massachusetts state securities law
- Proven ability to provide ongoing legal counsel and issue detailed litigation reports
- Track record of working with government or public sector boards
- Sufficient internal and external resources to monitor complex securities portfolios
Analysis generated by Settle AI from the source RFP.
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