Investment Management and Advisory Services RFP
Aug 4, 2026
Closes
Sep 24, 2026
Investment management and advisory services to actively manage its multi-family and single-family bond resolutions, mortgage insurance fund and working capital accounts.
Track open bid opportunities, contracts, public meetings, and key contacts for Massachusetts Housing Finance Agency Employees' Retirement System.
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See my top accountsActive opportunities open for bidding
Aug 4, 2026
Closes
Sep 24, 2026
Investment management and advisory services to actively manage its multi-family and single-family bond resolutions, mortgage insurance fund and working capital accounts.
Key metrics and characteristics
City
The city where this buyer is located.
Boston
County
The county where this buyer is located.
Suffolk
Address
Physical address of this buyer.
One Beacon Street
Zip Code
Postal code for this buyer's location.
02108
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Latest Budget Year
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Operating Budget
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Board meetings and strategic plans from Massachusetts Housing Finance Agency Employees' Retirement System
The board reviewed and approved various financial records, including the budget, bank reconciliations, and financial vouchers related to retirements. They evaluated proposals for actuarial services and formally selected Stone Consulting, Inc., authorizing a seven-year agreement. Additionally, the board conducted interviews with multiple firms regarding investment consultant services and determined that a final selection would be made at a subsequent meeting following further review of the proposal responses.
The Board reviewed bank reconciliations, budget and financial records, and approved retirements, refunds, and transfers. They formally approved the 2025 Annual Statement and reviewed Conflict-of-Interest and Statement of Financial Interest requirements. Additionally, the Board authorized staff and members to attend the upcoming MACRS Annual Meeting, granted additional creditable service to an employee, and selected Meketa Investments as the Investment Consultant for the Retirement System, authorizing a contract of up to seven years.
Public-sector contacts connected to Massachusetts Housing Finance Agency Employees' Retirement System.
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The board meeting includes the review of financial records and vouchers, as well as discussions regarding 2026 directors and administrators. Key agenda items feature a review of PERAC memos, the GASB 67 and 68 report from Stone Consulting, and a first-quarter performance review by Meketa. Additionally, the board will discuss and vote on a custody bank search and address any new business.
Extracted from official board minutes, strategic plans, and video transcripts.
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