Active Investment Manager Searches

Segal Advisors, Inc. has posted the following RFPs on behalf of our clients. Please follow specific instructions within each RFP in regards to proposal submission requirements.

  • The New Bedford Retirement Board ("Board") is considering an allocation of approximately $20 million to a global tactical asset allocation (GTAA) portfolio. The Board will consider proposals from investment managers for comingled investment vehicles. Individual contracts will be awarded and stated in accordance with the provisions of PERAC 840 CMR. Proposal submission deadline is 3:00 p.m. EST on October 7, 2010. Direct all questions regarding completion of the questionnaire in writing to: cloi@segaladvisors.com.

    Download the RFP
    Download the Historical Allocation Spreadsheet
  • The New Bedford Retirement Board ("Board") is considering an allocation of approximately $10 million to an emerging markets portfolio. The Board will consider proposals from investment managers for comingled investment vehicles. Individual contracts will be awarded and stated in accordance with the provisions of PERAC 840 CMR. Proposal submission deadline is 3:00 p.m. EST on October 7, 2010. Direct all questions regarding completion of the questionnaire in writing to: cloi@segaladvisors.com.

    Download the RFP
  • The Cambridge Retirement Board ("Board") is considering an allocation of approximately $20 million to a core open-ended real estate portfolio (close-ended funds will not be considered).  Individual contracts will be awarded and stated in accordance with the provisions of PERAC 840 CMR. Proposal submission deadline is 3:00 p.m. EST on October 7, 2010. Direct all questions regarding completion of the questionnaire in writing to: cloi@segaladvisors.com.

    Download the RFP
    Download the Supplemental Information Form