The Franklin Regional Retirement System is seeking proposals from qualified firms to provide investment consulting services pertaining to engagement and retention of investment management firms, asset allocation, and performance measurement and evaluation. The purpose of this process shall be to identify that consultant whose expertise will meet the Retirement Board’s goals and needs in a cost-efficient manner.
- This page, Franklin Regional Retirement Board Request for Proposals, is offered by
- Public Employee Retirement Administration Commission
Franklin Regional Retirement Board Request for Proposals
INVESTMENT CONSULTANT
FRANKLIN REGIONAL RETIREMENT SYSTEM
The Franklin Regional Retirement System is seeking proposals from qualified firms to provide investment consulting services pertaining to engagement and retention of investment management firms, asset allocation, and performance measurement and evaluation. The purpose of this process shall be to identify that consultant whose expertise will meet the Retirement Board’s goals and needs in a cost-efficient manner.
Competitive sealed proposals are invited in accordance with the provisions of Massachusetts General Law, Chapter 32, section 23B. The incumbent investment consultant is anticipated to respond.
The selected firm must have familiarity with, and agree to comply with Massachusetts G.L. Chapter 32, and all applicable investment guidelines administered by the Public Employees Retirement Administration Commission (PERAC), 840 CMR. Also, the selected firm must be willing to complete supplemental disclosures and certification documents required by PERAC.
Proposals are available via written request and may be obtained by sending your request (before the deadline of submittals, which is Friday, May 9, 2025 at 5:00 p.m.) electronically to BOTH email addresses below:
Kristine Mathis, Executive Director
AND
The Retirement Board reserves the right to cancel or reject in whole or in part any or all proposals in the best interest of the Retirement System. Any questions pertaining to this Request for Proposal are to be in writing and directed to:
Kristine Mathis, Executive Director
kristinemathis@frrsma.com
_____________________________________
Telephone questions will not be accepted or acknowledged.
Proposals must be received by MAY 9, 2025 at 5:00 p.m.
telephone: 413-774-4837 e-mail: general.frrsma@gmail.com