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Investment Management and Advisory Services

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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

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MassHousing is seeking qualified firms to provide investment management and advisory services for the active oversight of its Multi-Family and Single-Family bond resolutions, Mortgage Insurance Fund, and Working Capital Accounts. The objective is to ensure prudent stewardship of these financial assets through strategic portfolio management, risk mitigation, and compliance with applicable state and federal guidelines. Proposals must demonstrate proven expertise in managing public sector investment vehicles, with a focus on liquidity, yield optimization, and capital preservation within a regulated environment. The solicitation, identified as BD-23-1213-MA001-MA001-132092, was posted on August 4, 2026, with a submission deadline of September 24, 2026. Responses must be submitted through the Commbuys portal, and all work is to be performed primarily in Boston, Massachusetts. The primary point of contact for inquiries is Andrea Laing, the Purchaser. There is no set-aside classification specified for this procurement, and it is open to all eligible vendors capable of meeting the technical and financial requirements. Applicants are expected to have a strong track record in institutional asset management and familiarity with Massachusetts public finance structures.

General Info

MassHousing seeks investment managers for bond resolutions and funds, requiring expertise in public sector asset management, liquidity, and compliance in Boston.

Agency

Massachusetts → MA001 - MassHousingView Agency

NAICS

523940 - Portfolio Management and Investment AdviceView NAICS

Place of Performance

Floor Boston, MA, 02108, US

Set-Aside

NONE

Documents

(4)

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Massachusetts Housing Finance Agency RFP for Investment Management and Advisory Services

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Timeline

PhaseSolicitation
Posted

Solicitation

Response Deadline

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Response Deadline

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Organization & Contact Information

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

Full Description

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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.

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