Medford ​Retirement Board Request for Proposals

The City of Medford Retirement Board is soliciting proposals from investment management firms to manage a passive S&P 400 Index mandate for the System's $260 million, defined benefit pension fund.

City of Medford Retirement Board
Passive S&P 400 Index Search

The City of Medford Retirement Board is soliciting proposals from investment management firms to manage a passive S&P 400 Index mandate for the System's $260 million, defined benefit pension fund. The System will allocate approximately $8 million to the passive S&P 400 Index manager.

To access the RFP and required forms, please visit the website of NEPC, LLC at https://www.nepc.com/investment-managers/.

Proposals must be submitted to MedfordSearch@nepc.com by 5:00 pm EDT on Friday, June 20, 2025. Proposals received after the deadline will not be considered.

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