The Weymouth Retirement Board, which oversees the Weymouth Contributory Retirement System, is seeking proposalsfrom qualified firms who can provide investment consulting services and serve as a fiduciary in a non-discretionarycapacity. The consultant will be expected to provide investment consulting services which include but is not limited to, investment policy review, manager due diligence and selection, asset allocation, forecasting, risk management, and performance measurement and evaluation. The purpose of this process is to identify a consultant whose expertise willmeet the Retirement Board's objectives and goals in a cost-efficient manner on behalf of the Weymouth Contributory Retirement System.
Competitive sealed proposals are invited in accordance with the provisions of Massachusetts General Law, Chapter 32, § 23B.
Selected final candidates must be familiar 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. Furthermore, selected firms must be willing to complete supplemental disclosures and certification documents required by PERAC.
Forms are available on PERAC’s website by accessing the following link:
https://www.mass.gov/lists/perac-compliance-investments-forms
In an effort to keep accurate records of inquiries made regarding this RFP, please direct all questions pertaining to this RFP via email only to emasterson@weyret.comcastbiz.net and include “INVESTMENT CONSULTANT RFP” in the subject line. Telephone inquiries regarding this RFP will not be accepted, acknowledged or returned.
| Date published: | August 21, 2026 |
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