As an investment manager, you’re charged with helping clients to achieve optimum performance from their portfolios. In turn, we’re charged with helping clients identify the best qualified, most appropriate investment managers for their needs.
Discover how to gain consideration in our manager searches, review our current advertised searches, become familiar with our research interests and learn more about our commitment to both diverse and impact managers.
Search Status
If your firm is involved in one of our manager searches, use your NEPC reference number to learn the current status.
Advertised Searches
April 16, 2024
Oklahoma Tobacco Settlement Endowment Trust Fund-US Direct Lending Mandate
The Oklahoma Tobacco Settlement Endowment Trust Fund (“The Trust” or “TSET”) is seeking to invest assets in U.S. Direct Lending strategy offered in an Open-ended (so-called Evergreen) commingled fund vehicle suitable for U.S. tax-exempt investors and a strategy that will target outperformance versus both a relevant market benchmark and a peer group of comparable direct-lending funds. The…
April 1, 2024
MWRA Retirement System – Global Equity Search
The Massachusetts Water Resource Authority Retirement System (the “System”) is accepting proposals from investment firms to manage a Global Equity Fund mandate for the System’s $680 million, defined benefit, pension fund. To be considered, candidates must be offering a long only Global Equity strategy, benchmarked to the MSCI World or MSCI ACWI Index. Strategies with more than 10% exposure…
March 29, 2024
MWRA – MSCI EAFE International Equity Index Search
The Massachusetts Water Resource Authority Retirement System (the “System”) is accepting proposals from investment firms to manage an International Equity Index Fund mandate for the System’s ~$680 million, defined benefit, pension fund. To be considered, candidates must be offering a passive, MSCI EAFE Index strategy and benchmarked to the MSCI EAFE Index. Active strategies will not be…
March 15, 2024
Boston Retirement System – Real Estate
The Boston Retirement System (the “System”) is soliciting proposals from investment management firms to manage a Real Estate mandate for the System’s $6.8 billion, defined benefit, pension fund. The objective of this search is to fill a total of $75 million in potential Real Estate commitments across two closed-end strategy types: (1) Value-Add and (2) Opportunistic. To qualify for this…
February 21, 2024
Medford Contributory Retirement System Custody Services Search
Medford Contributory Retirement System is accepting proposals for custody services for the investments of the $244 million defined benefit plan. All firms submitting proposals for this mandate, at a minimum, must: Candidates must have familiarity with and agree to comply (in writing) with Massachusetts G.L. Chapter 32 and Chapter 176 of the Acts of 2011. Additionally, candidates must have…
January 26, 2024
The Commonwealth of Puerto Rico Plan Adjustment Pension Reserve Trust (“PRT”) – Long Only
The Commonwealth of Puerto Rico Plan of Adjustment Pension Reserve Trust (“PRT”) is soliciting proposals from Investment Grade Corporate Credit managers. For the purposes of this search, PRT is looking for long only strategies. PRT’s total allocation to the selected manager(s) will be approximately $660 million. Deadline for submission of written questions: February 16, 2024. Please see the RFP…
January 26, 2024
The Commonwealth of Puerto Rico Plan Adjustment Pension Reserve Trust (“PRT”) – Multi-Asset
The Commonwealth of Puerto Rico Plan of Adjustment Pension Reserve Trust (“PRT”) is soliciting proposals from Multi-Asset managers. For the purposes of this search, a Multi-Asset strategy is defined as long-only (non-hedge fund structure) investments across liquid, global investable markets designed to express the investment managers’ best ideas across the global opportunity set. PRT’s total…