25-DC-457(b) LCB-SC-LCG-LCV-HY-CPFI & UFI
Description
Bid Solicitation: BD-25-1108-TREAN-ANF00-118152
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Responses Due in 39 Days, 19 Hours, 58 Minutes
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Header Information
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Bid Number:
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BD-25-1108-TREAN-ANF00-118152
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Description:
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25-DC-457(b) LCB-SC-LCG-LCV-HY-CPFI & UFI
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Bid Opening Date:
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07/28/2025 04:00:00 PM
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Purchaser:
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Elizabeth Morrocco
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Organization:
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Office of the State Treasurer
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Department:
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TREANF - Administration & Finance
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Location:
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ANF00 - Ashburton
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Fiscal Year:
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25
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Type Code:
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NS - Non-Statewide Solicitation
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Allow Electronic Quote:
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Yes
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Alternate Id:
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Required Date:
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Available Date
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06/18/2025 04:26:41 PM
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Info Contact:
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Bid Type:
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OPEN
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Informal Bid Flag:
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No
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Purchase Method:
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Open Market
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Pre Bid Conference:
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Bulletin Desc:
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The Treasury requests responses from qualified firms to provide Large Cap Blend, Small Cap Equity, Large Cap Growth, Large Cap Value, High Yield, Core Plus Fixed Income and Unconstrained Fixed Income investment management services for the Commonwealth of Massachusetts IRC 457 Employees Deferred Compensation Plan
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Ship-to Address:
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Elizabeth F. Morrocco
One Ashburton Place
12th Floor
Boston, MA 02108
US
Email: elizabeth.f.morrocco@tre.state.ma.us
Phone: (617) 367-9333 Ext. 207
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Bill-to Address:
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Elizabeth F. Morrocco
One Ashburton Place
12th Floor
Boston, MA 02108
US
Email: elizabeth.f.morrocco@tre.state.ma.us
Phone: (617) 367-9333 Ext. 207
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Print Format:
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File Attachments:
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25-DC-457b LCB-SC-LCG-LCV-HY-CPFI-UFI RFR.pdf
Attachment A 25-DC-457b LCB-SC-LCG-LCV-HY-CPFI-UFI RFR Template.docx
Attachment B Required Contract Documents for Review~12.docx
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Form Attachments:
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Required Quote Attachments
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Item # 1:
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84-12-17-01-0000
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The Treasury requests responses from qualified firms to provide Large Cap Blend, Small Cap Equity, Large Cap Growth, Large Cap Value, High Yield, Core Plus Fixed Income and Unconstrained Fixed Income investment management services for the Commonwealth of Massachusetts IRC 457(b) Employees Deferred Compensation Plan
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U N S P S C Code:
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84-12-17
Investment advice
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84-12-17-01
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Investment advisers
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84-12-17-01-0000
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Investment advisers
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Qty
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Unit Cost
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UOM
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Total Discount Amt.
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Total Cost
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1.0
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Manufacturer:
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Brand:
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Model:
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Make:
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Packaging:
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* Disclaimer: This website provides information about bids, requests for proposals (RFPs), or requests for qualifications (RFQs) for convenience only and does not serve as an official public notice. Individuals who wish to respond to or inquire about bids, RFPs, or RFQs should contact the relevant government department directly.