Portfolio Monitoring Services
Overview
Settle Signals
Market intelligence for public sector sales teams
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
Questions or Comments due: October 2nd, 2026
RFP’s due: October 16th, 2026
RFP’s reviewed by board: October 2026
Interview of selected firms: November or December 2026
Contract award: December 16th, 2026
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Taunton Retirement Board
DESCRIPTION
A government authority in Massachusetts is seeking information from vendors capable of providing portfolio monitoring services.
This notice provides limited information, and the main request for proposals document is not included. Detailed specifications may be obtained by contacting the issuing authority by email.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due October 16, 2026. Questions must be submitted by October 2, 2026.
- Who issued this RFP?
- It was issued by Taunton Retirement Board. The work is located in Taunton, Massachusetts, United States.
- Who is a good fit for this opportunity?
- Financial services or investment consulting firm with portfolio monitoring expertise
- Experience supporting government or institutional investment portfolios
- Strong capabilities in portfolio analysis, reporting, risk monitoring, and compliance
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.