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Specialized Fund Management (Sub-Advisory)

Active

State & Local

Response Deadline11/12/2026, 07:00:00 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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This subcontract for Specialized Fund Management involves the management of specific asset classes or specialized funds, including mission-aligned and ESG funds, for prime contractors supporting Bristol Community College investment projects. The selected provider will be responsible for portfolio construction and asset allocation utilizing financial analysis tools and portfolio management software to deliver managed investment portfolios and detailed performance reports. The project is based in Fall River, Massachusetts, and requires the contractor to provide a formal Code of Ethics and Form ADV Part 2. Interested parties must submit their responses by November 12, 2026, under NAICS code 523920.

General Info

Specialized fund management for Bristol Community College investment projects due November 12, 2026.

Agency

Massachusetts → Bristol Community College

NAICS

523920 - Portfolio Management

Place of Performance

Elsbree Street Fall River, MA, 02720, USA

Set-Aside

NONE

Documents

This scope was carved out of BD-27-1381-BCC01-BCCFR-134721.

The full solicitation package (2 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

M-07-27 Investment Advisory Services

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Timeline

PostedOct 22

subcontract

Response DeadlineNov 12

Submission deadline

Response Deadline

11/12/2026, 07:00:00 PM UTCin 16 days

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Organization & Contact Information

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AgencyMassachusetts → Bristol Community College

ContactsNo contacts available

OfficeN/A

Organization / AgencyMassachusetts → Bristol Community College

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs management of specific asset classes or specialized funds, such as ESG or mission-aligned funds, for prime contractors on Bristol Community College investment projects. Executes portfolio construction and asset allocation using portfolio management software and financial analysis tools. Requires Form ADV Part 2 and a formal Code of Ethics. Delivers managed investment portfolios and performance reports.

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