M-07-27 Investment Advisory Services

Bristol Community College is requesting proposals from qualified investment advisory firms for comprehensive investment advisory services, with proposals due November 12, 2026 at 2:00 p.m. Eastern Standard Time.

The scope requires proposers to address investment advisory capabilities specific to nonprofit organizations and public higher education institutions, including manager research processes, portfolio construction methodologies, risk evaluation and reporting capabilities, and experience with alternative investments and hedge funds. Proposers must demonstrate sustainable, ESG, and mission-aligned investing capabilities and provide detailed client experience and reporting examples. All proposals must include firm information, team experience, investment philosophy and approach, completed Company Contact Information and Non-Collusion Statement forms, Tax Compliance Certification, W9 form, copies of Form ADV Part 2, and full disclosure of potential conflicts of interest. Submissions must demonstrate compliance with fiduciary responsibilities.

The initial contract term runs fifteen months, commencing February 1, 2027 and ending June 30, 2028, with options to renew for up to four additional one-year terms contingent upon fiscal funding, vendor performance, and the College's determination that renewal serves its best interests. Bristol Community College will conduct interviews between November 30 and December 4, 2026, with contract award anticipated by December 7, 2026. Questions are due October 29, 2026. All submitted materials become property of Bristol Community College and are subject to Massachusetts Public Records Law disclosure once the contract is executed. The College reserves the right to reject any or all proposals and to waive irregularities if doing so serves its best interests. Proposals must be submitted electronically in PDF format to Philicia Pacheco, Director of Purchasing and Business Services.