Retirement Plan Index Manager

The Dukes County Contributory Retirement System is seeking an index manager and omnibus provider for potential future allocations across investment indices for its approximately $275 million retirement plan.

Massachusetts > Public Employee Retirement Administration Commission > Dukes County Contributory Retirement System


General
Closed
Oct 14, 2026 04:00 PM
Oct 01, 2026 12:00 PM
Request for Proposal (RFP)
State
Ask AI about this solicitation
Contact
chris@dahab.com
+16316656181
Description

The Dukes County Contributory Retirement System is conducting a search for an index manager and omnibus provider to facilitate potential future allocations across investment indices. The retirement plan has approximately $275 million in total assets and does not currently allocate to all of the indices under consideration. Proposals will be evaluated by the investment consultant, which will make recommendations to the Plan. The Board of Trustees will make the final decision. The solicitation materials are identified as available through Dahab Associates.

Classification Codes
NAICS523940Portfolio Management and Investment Advice
PSCR799Other Management Support Services
Smart Codes
index management servicesinvestment management servicesomnibus investment platform
Specifications
Service Only
Timeline
Oct 1, 2026-Posted Date
Oct 14, 2026 04:00 PM-Proposal Due Date
Documents
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