Request for Proposal for Investment Management

The Northampton Retirement Board (NRB) requests proposals from qualified investment management firms to serve as the investment manager for the Northampton Retirement System’s entire balanced portfolio with a “well diversified” allocation.  The total portfolio market value is approximately $130.8 Million as of June 30, 2018. 

The preferred manager handles accounts between $50,000,000 and $250,000,000 managed as a separately invested (not commingled) balanced portfolio.  The firm must agree to comply with Massachusetts G.L. Chapter 32 as amended and 840 CMR 16.00 through 25.00 as administered by PERAC.

To review and or receive a copy of the Requests for Proposal guidelines please email no later than 4:00 p.m. on Wednesday, October 3, 2018. No phone calls please. The NRB must approve any contract and reserves the right to reject any or all proposals.


July 2018 Retirement Board Newsletter (PDF)

July 2017 Retirement Board Newsletter (PDF)