The Holyoke Retirement Board (“Board”) is considering an allocation to US Small Cap Core.
- This page, Holyoke Retirement Board Request for Proposals, is offered by
- Public Employee Retirement Administration Commission
Holyoke Retirement Board Request for Proposals
The Holyoke Retirement Board (“Board”) is considering an allocation to US Small Cap Core. ("Proposed Product"). The mandate will be for a liquid US Small Cap Core mandate. The mandate will be for a Commingled Fund / Limited Partnership / Mutual Fund only.
We are not seeking a dedicated Growth or Value mandate. Proposed strategy must be benchmarked against the Russell 2000, Russell 2500, or equivalent.
The mandate size will be approximately $15,000,000.
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 Small Cap Core 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 Small Cap Core RFP 2025 – Firm Name”
Proposal deadline is 3:00 p.m. EST on Friday August 29, 2025.