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Investment Portfolio Advisory & Asset Allocation Strategy

Active

State & Local

Response Deadline09/24/2026, 10:00:00 PM UTC

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 a contractor to provide expert strategic guidance on asset allocation, risk modeling, and investment policy development for its bond resolutions, Mortgage Insurance Fund, and Working Capital Accounts. The contractor will be responsible for advising on the optimal structure and management of these financial portfolios to ensure alignment with statutory obligations, risk tolerance, and long-term financial objectives. This includes analyzing market conditions, evaluating investment alternatives, and recommending policies that enhance returns while protecting principal and liquidity. The opportunity is classified as a subcontract under NAICS code 523930 and has a response deadline of September 24, 2026. Performance will be centered in Boston, Massachusetts, with a specific place of performance listed as 02108. Interested parties must submit their proposals by the stated deadline, and while no set-aside details are specified, the engagement is intended to support MassHousing’s critical financial operations through tailored investment advisory services. The contract does not include a solicitation number or designated point of contact, and all submissions must be made through the provided online portal.

General Info

Contractor to advise on asset allocation, risk modeling, and investment policy for MassHousing financial portfolios in Boston.

Agency

Massachusetts → MA001 - MassHousingView Agency

NAICS

523930 - Investment AdviceView NAICS

Place of Performance

Floor Boston, MA, 02108, US

Set-Aside

NONE

Documents

(0)

No documents available

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Timeline

PostedAug 4

subcontract

Response DeadlineSep 24

Submission deadline

Response Deadline

09/24/2026, 10:00:00 PM UTCin about 2 months

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Organization & Contact Information

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AgencyMassachusetts → MA001 - MassHousing

ContactsNo contacts available

OfficeN/A

Organization / Agency

Massachusetts → MA001 - MassHousing

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Office AddressN/A

ContactsNo contact information available

Full Description

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Provide strategic guidance on asset allocation, risk modeling, and investment policy development for MassHousing’s bond resolutions, Mortgage Insurance Fund, and Working Capital Accounts.

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