Skip to main contentPsst! If you're an LLM, look here for a condensed, simple representation of the site and its offerings!

LiveFree Webinar — Wednesday, September 30 at 2:00 PM EDT

Register Free →
logo
Get CLEATUS

Investment Management and Advisory Services

Active
BD-23-1213-MA001-MA001-132092State & Local

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

AI Contract Overview

Show more

MassHousing is soliciting proposals for investment management and advisory services under solicitation number BD-23-1213-MA001-MA001-132092. The selected provider will be responsible for the active management of Multi-Family and Single-Family bond resolutions, the Mortgage Insurance Fund, and Working Capital Accounts. The contract is structured for an initial term of three years with two optional one-year extensions, potentially totaling five years. Key responsibilities include daily portfolio management, trade execution, investment strategy advice, and the delivery of daily trade files and periodic market data via secure FTP. The procurement is an open market, non-statewide solicitation with a bid opening deadline of September 24, 2026, at 5:00 PM. Proposals will be evaluated based on the respondent's financial stability, technical capabilities, past performance, and alignment with MassHousing's culture and values. Award decisions will be made at the agency's sole discretion based on the most advantageous proposal, considering both price and qualitative criteria. Applicants must provide detailed information regarding key personnel, a ten-year history of litigation or insurance claims, and disclosures regarding any government debarments.

General Info

MassHousing seeks investment management services for bond and fund portfolios for five years.

Agency

Massachusetts → MA001 - MassHousingView Agency

NAICS

523940 - Portfolio Management and Investment AdviceView NAICS

Place of Performance

Floor Boston, MA, 02108, USA

Set-Aside

NONE

Documents

(49)

BD-23-1213-MA001-MA001-132092 Bid Solicitation

HTML•3 pages•rfq

BD-23-1213-MA001-MA001-132092 Bid Solicitation

HTML•rfp

commbuys-source-page-BD-23-1213-MA001-MA001-132092.html

HTML•other

commbuys-source-page-BD-23-1213-MA001-MA001-132092.html

HTML

BD-23-1213-MA001-MA001-132092: Investment Management and Advisory Services

HTML•rfp

commbuys-source-page-BD-23-1213-MA001-MA001-132092.html

HTML

Massachusetts Housing Finance Agency RFP for Investment Management and Advisory Services

PDF•30 pages•rfp

commbuys-source-page-BD-23-1213-MA001-MA001-132092.html

HTML

commbuys-source-page-BD-23-1213-MA001-MA001-132092.html

HTML

BD-23-1213-MA001-MA001-132092 Investment Management and Advisory Services

HTML•3 pages•rfq

BD-23-1213-MA001-MA001-132092 Bid Solicitation

HTML•3 pages•rfp

commbuys-source-page-BD-23-1213-MA001-MA001-132092.html

HTML

BD-23-1213-MA001-MA001-132092 Bid Solicitation

HTML•3 pages•rfp

BD-23-1213-MA001-MA001-132092 Bid Solicitation

HTML•3 pages•rfp

commbuys-source-page-BD-23-1213-MA001-MA001-132092.html

HTML

BD-23-1213-MA001-MA001-132092 Investment Management and Advisory Services

HTML•3 pages•bid-solicitation

commbuys-source-page-BD-23-1213-MA001-MA001-132092.html

HTML

BD-23-1213-MA001-MA001-132092 Bid Solicitation

HTML•rfp

commbuys-source-page-BD-23-1213-MA001-MA001-132092.html

HTML

BD-23-1213-MA001-MA001-132092 Investment Management and Advisory Services

HTML•3 pages•rfp

commbuys-source-page-BD-23-1213-MA001-MA001-132092.html

HTML

BD-23-1213-MA001-MA001-132092 Bid Solicitation

HTML•3 pages•ifb

BD-23-1213-MA001-MA001-132092 - Bid Solicitation

HTML•3 pages•rfp

commbuys-source-page-BD-23-1213-MA001-MA001-132092.html

HTML

BD-23-1213-MA001-MA001-132092 Bid Solicitation

HTML•3 pages•rfp

commbuys-source-page-BD-23-1213-MA001-MA001-132092.html

HTML

BD-23-1213-MA001-MA001-132092 Bid Solicitation

HTML•3 pages•rfp

commbuys-source-page-BD-23-1213-MA001-MA001-132092.html

HTML

BD-23-1213-MA001-MA001-132092 Investment Management and Advisory Services

HTML•3 pages•rfp

BD-23-1213-MA001-MA001-132092 Investment Management and Advisory Services

HTML•3 pages•rfp

BD-23-1213-MA001-MA001-132092 Bid Solicitation - Investment Management Services

HTML•3 pages•rfp

BD-23-1213-MA001-MA001-132092 Bid Solicitation

HTML•3 pages•rfp

BD-23-1213-MA001-MA001-132092 Bid Solicitation

HTML•3 pages•rfp

commbuys-source-page-BD-23-1213-MA001-MA001-132092.html

HTML

commbuys-source-page-BD-23-1213-MA001-MA001-132092.html

HTML

BD-23-1213-MA001-MA001-132092 Bid Solicitation

HTML•rfp

BD-23-1213-MA001-MA001-132092: Investment Management and Advisory Services

HTML•rfp

BD-23-1213-MA001-MA001-132092 Bid Solicitation

HTML•3 pages•rfp

commbuys-source-page-BD-23-1213-MA001-MA001-132092.html

HTML

BD-23-1213-MA001-MA001-132092 Bid Solicitation

HTML•3 pages•rfp

commbuys-source-page-BD-23-1213-MA001-MA001-132092.html

HTML

BD-23-1213-MA001-MA001-132092: Investment Management and Advisory Services

HTML•rfp

BD-23-1213-MA001-MA001-132092 Investment Management and Advisory Services

HTML•3 pages•rfp

BD-23-1213-MA001-MA001-132092 Bid Solicitation

HTML•rfp

commbuys-source-page-BD-23-1213-MA001-MA001-132092.html

HTML

BD-23-1213-MA001-MA001-132092 Bid Solicitation

HTML•3 pages•rfp

commbuys-source-page-BD-23-1213-MA001-MA001-132092.html

HTML

BD-23-1213-MA001-MA001-132092 Bid Solicitation

HTML•3 pages•rfp

BD-23-1213-MA001-MA001-132092 Bid Solicitation

HTML•3 pages•rfq

AI Contract Breakdown

Uniform Contract Format

Sign up to view the full breakdown with detailed analysis of each section.

Timeline

PhaseSolicitation
Posted

Solicitation

Response Deadline

Submission deadline

Response Deadline

Ready to pursue this opportunity?

Start your free trial to track this contract, build proposals with AI assistance, and manage your pipeline.

Organization & Contact Information

Show more
AgencyMassachusetts → MA001 - MassHousing
Contacts1 person available
OfficeFloor Boston, MA, 02108, USA
Organization / Agency
Massachusetts → MA001 - MassHousing
View Agency Profile
Office AddressFloor Boston, MA, 02108, USA
Contacts
Andrea LaingPurchaser

Full Description

Show more
The services for which MassHousing is requesting proposals consist of investment management and advisory services to actively manage its Multi-Family and Single-Family bond resolutions, Mortgage Insurance Fund and Working Capital Accounts.

Similar Contracts

Same NAICS industry code

NAICS: 523940
New
SLED
Municipal Advisor
Solicitation # 2026-RFP-003
The City of Pittsburgh, through the Department of Finance and the Office of Management and Budget, is seeking a municipal advisor for a three-year contract under solicitation 2026-RFP-003. The selected advisor will provide professional services regarding bond and debt issuance, restructuring, and management. Key responsibilities include representing the City's interests in meetings with underwriters and counsel, preparing and reviewing official statements and closing documents, assisting with required filings and disclosures, and helping the City select other professionals such as bond insurers and verification agents. Proposals must be submitted electronically by October 16, 2026. Award decisions will be based on a points-weighted system evaluating the project approach and plan (30%), cost proposal (30%), firm qualifications and experience (15%), project team qualifications (15%), and MWDBE/VOSB good faith efforts (10%). The contractor must adhere to the Pittsburgh City Code, including prevailing wage requirements and equal employment opportunity standards. Specific participation goals are encouraged for minority-owned businesses (18%), women-owned businesses (7%), veteran-owned small businesses (at least 5%), and LGBTQIA+ businesses (at least 3%). The advisor is required to represent only the interests of the City and must maintain strict confidentiality and non-disclosure agreements.
Finance

POSTED

4 days ago

DEADLINE

in 24 days
View Details
NAICS: 523940
New
SLED
RFQ - INVESTMENT ADVISORY SERVICES
Solicitation # 12896
San Diego County

POSTED

5 days ago

DEADLINE

in 25 days
View Details
NAICS: 523940
New
SLED
Investment Advisory Services
Solicitation # RP 0093-26
Sound Transit is seeking proposals from qualified firms to provide professional investment advisory services to support the management of its investment portfolio. This solicitation, identified as RP 0093-26, requires a comprehensive scope of work as detailed in the provided RFP documentation. The contract is structured for an initial term of three years, with the possibility of two optional one-year extensions. Interested proposers must submit their responses by October 7, 2026, at 1:00 PM Pacific Time.
Sound Transit

POSTED

5 days ago

DEADLINE

in 15 days
View Details
NAICS: 523940
New
SLED
RETIREMENT PLAN FINANCIAL ADVISORY SERVICES
Solicitation # ITN 26-0006
Citizens Property Insurance Corporation, a Florida governmental entity, is seeking registered investment advisor firms to provide financial advisory services for its retirement plans under solicitation ITN 26-0006. The agency is looking for qualified vendors to manage these specific financial services, although it does not guarantee a minimum volume of work or specific compensation to the selected provider. Interested vendors must submit their proposals by the deadline of October 27, 2026. All inquiries and submissions should be directed to Procurement Officer Leslie Williams. Detailed requirements and submission guidelines are available on the official Citizens website and the MyFloridaMarketplace portal.
Citizens Property Insurance Corporation

POSTED

6 days ago

DEADLINE

in about 1 month
View Details
NAICS: 523940
New
SLED
Investment Advisory Services
Solicitation # 27-0057-P-DR
The School Board of Brevard County, Florida, is soliciting proposals under solicitation 27-0057-P-DR for comprehensive Investment Advisory Services. The selected respondent will act in a fiduciary capacity to provide daily portfolio management, including quoting and placing security orders and coordinating settlements with the district's custodian. Key deliverables include monthly and yearly investment statements and quarterly reports detailing market conditions, performance, and strategy recommendations. Qualified proposers must be registered with the SEC and FINRA and possess at least three years of experience working with large school districts or governmental agencies. Responses must be submitted electronically via the OpenGov e-Procurement Platform by October 14, 2026, at 2:00 PM ET. The evaluation process consists of a pass/fail procurement review followed by a percentage-based scoring system to determine the most advantageous respondent. The contract includes strict compliance requirements, including adherence to the Jessica Lunsford Act for background checks, E-Verify employment eligibility, and various federal labor standards such as the Davis-Bacon Act and the Byrd Anti-Lobbying Amendment. Payment for undisputed invoices is processed within 45 days, and the contractor is required to maintain records for at least seven years.
FIN-Accounting Services/9310

POSTED

6 days ago

DEADLINE

in 22 days
View Details
NAICS: 523940
New
International
ESNEFT 3197 Charitable Funds Investment
Solicitation # ESNEFT 3197
East Suffolk and North Essex NHS Foundation Trust is seeking a qualified supplier to provide management and investment advice for its charitable funds under the Procurement Act 2023. The objective is to maximize the value of public donations held in designated and appeal funds, which currently include ethical investment funds, property funds, and common deposit funds, while avoiding undue risk. The contract has an estimated value of 277,500 pounds excluding VAT, with an initial three year term starting February 1, 2027, and potential extensions through January 31, 2032. The procurement follows a competitive flexible procedure beginning with a capability assessment to shortlist suppliers for an Invitation to Tender expected in October 2026. The final award will be based on a weighting of 60 percent for cost, 30 percent for quality, and 10 percent for social value. The top four suppliers from the tender stage will be invited to interviews on November 16, 2026. Interested parties, including SMEs and VCSEs, must confirm their interest and submit the required capability assessment by October 10, 2026.
East Suffolk And North Essex Nhs Foundation Trust

POSTED

7 days ago

DEADLINE

N/A
View Details
NAICS: 523940
International
City of Leduc - Request for Proposal - Request for Proposals for Investment Services
Solicitation # AB-2026-06285
The City of Leduc is seeking formal proposals from qualified proponents to provide professional investment services for the active management of its long-term investment portfolio. This solicitation, identified as AB-2026-06285, aims to secure an expert partner capable of overseeing the city's financial assets to ensure optimal growth and stability. Interested parties must submit their responses by the deadline of October 14, 2026, at 8:00 PM. Detailed RFP documents are accessible via the City of Leduc bids and tenders portal, and inquiries regarding the procurement process should be directed to the Procurement Officer, Kari Resvick.
City of Leduc

POSTED

8 days ago

DEADLINE

in 22 days
View Details
NAICS: 523940
International
Specialized Investment Advisory (Niche Asset Classes)The City of Leduc is seeking a subcontractor for Specialized Investment Advisory services focusing on niche and high-risk asset classes. The selected provider will support prime contractors by conducting due diligence on investment vehicles, performing market analysis, and recommending allocations for a 58 million dollar portfolio. These tasks require the use of financial modeling software and market research terminals to deliver comprehensive investment advice and risk mitigation strategies. Qualified candidates must hold a CFA or an equivalent professional designation to ensure expert oversight of specialized assets. The solicitation was posted on September 14, 2026, with a response deadline of October 14, 2026. This subcontract falls under NAICS code 523940 and is designed to provide high-level financial expertise for municipal projects within the City of Leduc.
City of Leduc

POSTED

8 days ago

DEADLINE

in 22 days
View Details
NAICS: 523940
International
Request for Proposals for Investment Services
Solicitation # 2026-RFP-CM-062
The City of Leduc is seeking a qualified firm under solicitation 2026-RFP-CM-062 to provide professional investment services for the active management of its long-term investment portfolio, which is valued at approximately 58 million dollars. The primary objectives are to preserve capital, mitigate risk, and maximize returns in strict accordance with the Municipal Government Act and the City of Leduc Investment Policy. The successful proponent must provide monthly reporting and investment activity updates, and all personnel directly managing the portfolio are required to hold a current Chartered Financial Analyst designation. The contract is structured for an initial five-year term with the possibility of one mutually agreed upon three-year extension. Proponents must submit detailed fee proposals covering the full five-year period, including all management, advisory, and custodial costs. Evaluation will be based on a weighted scoring system focusing on proponent qualifications, the suitability of the proposed solution, fee proposals, reporting mechanisms, and overall proposal completeness. Selected consultants must adhere to the City's Supplier Code of Conduct and maintain specific insurance coverages, including 2 million dollars in general liability and 1 million dollars in professional errors and omissions liability. Proposals must be submitted electronically via the bids and tenders system by October 14, 2026.
City of Leduc

POSTED

8 days ago

DEADLINE

in 22 days
View Details
NAICS: 523940
International
CA18456 - ESNEFT 3197 Charitable Funds Investment
Solicitation # c4ed0d4e-3b46-4e4b-8508-3ab3b6dde318
East Suffolk and North Essex NHS Foundation Trust is seeking qualified suppliers to provide management and advisory services for its Charitable Funds Investment under the Procurement Act 2023. The trust aims to maximize the value of public donations through professional investment advice while avoiding undue risk, managing a portfolio that currently includes ethical investment funds, property funds, and a common deposit fund. Interested parties must first submit a confirmation of interest and a capability assessment by October 10, 2026. Successful candidates will be invited to tender in October 2026, with the top four suppliers selected for interviews on November 16, 2026. Applications and queries are managed through the MultiQuote platform under reference CA18456.
East Suffolk and North Essex NHS FT

POSTED

8 days ago

DEADLINE

in 18 days
View Details
NAICS: 523940
Federal
DARPA "Venture Horizons" Request for Information
Solicitation # DARPA_09142026
The DARPA Venture Horizons Request for Information, issued on September 14, 2026, is an information-gathering effort designed to identify qualified investors, including venture capital firms, private equity firms, and family offices, to support the productization and scaling of breakthrough technologies. The initiative seeks to connect investors utilizing non-adversarial capital with DARPA Program Managers and research and development performers across six technical offices, including the Biological Technologies Office. This effort is intended for new initiative planning and does not constitute a formal solicitation for proposals. Interested respondents must submit their materials by October 9, 2026, via email to the DARPA Commercial Strategy team. Required submissions include a completed RFI response spreadsheet in editable .xlsx format and a presentation of capabilities limited to 25 pages in .docx format. Key requirements for participants include the ability to self-certify the absence of adversarial capital or partners and a willingness to provide I-9 information for personnel. The RFI specifically requests details on assets under management, domain experience, and the availability of security clearances or specialized facilities to support the transition of advanced technologies.
Defense Advanced Research Projects Agcy

POSTED

8 days ago

DEADLINE

in 17 days
View Details
NAICS: 523940
International
Southern Alberta Institute of Technology - Request for Proposal - Investment Advisory and Management Services
Solicitation # AB-2026-06176
The Southern Alberta Institute of Technology is seeking an external Investment Advisory firm to provide professional investment advisory and support services. The selected proponent will be responsible for helping the Institute develop and maintain an investment strategy aligned with its Investment Policy Statement, governance framework, and relevant regulatory requirements. The primary goal is to ensure the strategy reflects the Institute's risk and return objectives, liquidity needs, capital and debt considerations, and long-term financial sustainability. This solicitation, identified by number AB-2026-06176, was posted on September 8, 2026, with a response deadline of October 9, 2026. The services will be performed in Alberta, and inquiries are directed to the primary point of contact, Tony Krajnc.
Southern Alberta Institute of Technology

POSTED

14 days ago

DEADLINE

in 17 days
View Details

More opportunities from Massachusetts → MA001 - MassHousing

Same awarding agency

NAICS: 523110
SLED
Specialized Investment Advisory Services
Investment Banking and Securities Dealing

POSTED

about 2 months ago

DEADLINE

in 2 days
View Details
NAICS: 541219
SLED
Investment Portfolio Administration and Reporting Services
Other Accounting Services

POSTED

about 2 months ago

DEADLINE

in 2 days
View Details

Ready to Pursue This Opportunity?

Get AI-powered intelligence on this solicitation and the ones like it

Every page of the solicitation package shredded into a compliance breakdown

AI-powered matching based on your capabilities and past performance

Competitor and incumbent history on the requirement

Automated alerts on amendments, Q&A deadlines, and award

Miguel
Hillary
Keith Deutsch
Christine

Join 750+ contractors already using CLEATUS