Request for Proposals
The Holyoke Retirement Board (“Board”) is considering an allocation to US Large Cap Value. ("Proposed Product"). The mandate will be for a liquid US Large Cap Value mandate.
The mandate will be for a Commingled Fund / Limited Partnership / Mutual Fund only. The mandate size will be approximately $20,000,000.
Contracts will be awarded under terms set by the Board and the successful respondent(s) in accordance with M.G.L. Ch. 32 and all applicable investment guidelines administered by the Public Employee Retirement Administration Commission (“PERAC”). The Board reserves the right to reject any and all proposals at its discretion or to select more than one manager and to determine the amount of assets each will manage.
Please direct questions pertaining to the Request for Proposal via email only to Brian Green of Mariner Institutional via email at mi-holyokerfp@mariner.com. . Please ensure the subject line is titled “Holyoke Large Value RFP 2025 – Firm Name”. Your company’s name should replace “FIRM NAME” in the email subject line.
Firms interested in responding should request the RFP via email at mi-holyokerfp@mariner.com.
Please ensure subject line is titled “Holyoke Large Value RFP 2025 – Firm Name”
Proposal deadline is 3:00 p.m. EST on Friday February 14, 2025.
| Date published: | January 13, 2025 |
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