Investment Management and Advisory Services
Closed State & local contract opportunity Posted
- Solicitation number
- BD-23-1213-MA001-MA001-132092
- State
- Massachusetts
- Responses due
Opportunity facts
- NIGP code
- UNSPSC code
- Point of contact
-
- Andrea Laing alaing@masshousing.com (617) 854-1382
Opportunity details come from commbuys.com. Updated .
About this opportunity
MassHousing is requesting proposals for investment management and advisory services to actively manage its Multi-Family and Single-Family bond resolutions, Mortgage Insurance Fund, and Working Capital Accounts, with proposals due September 24, 2026.
The scope encompasses investment advisory and portfolio management functions across these designated accounts, including portfolio analysis, strategic recommendations, risk management, and ongoing account oversight. The awardee must demonstrate investment management expertise, fiduciary capabilities, and compliance with Massachusetts regulatory requirements, as well as the ability to manage MassHousing's specific portfolio composition.
Evaluation criteria include demonstrated investment management expertise, fiduciary capabilities, compliance with state regulatory requirements, and capability to manage the organization's designated portfolio. The RFP establishes pricing and fee structure requirements that proposers must address, including compensation methodologies and rate schedules. The contract term and any renewal options are detailed in the RFP document. Estimated contract value, budget range, and place of performance are not specified in the available source material.
Opportunity text
The services for which MassHousing is requesting proposals consist of investment management and advisory services to actively manage its Multi-Family and Single-Family bond resolutions, Mortgage Insurance Fund and Working Capital Accounts.
Files
| File | Type | Posted |
|---|---|---|
| RFP-Investment Advisory Services 2026_FINAL.pdf |
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