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Emerging Markets Equity Search - Boston Retirement System

Posted on: August 27, 2020

The Boston Retirement System is soliciting proposals from investment management firms to manage an Emerging Markets Equity mandate for the System's $5.3 billion, defined benefit, pension fund. The System has approximately $370 million invested within the Emerging Markets Equity space. Current managers are encouraged to submit proposals.

To qualify for this search, each strategy must have a live 5-year track record and assets of at least $500 million within the proposed strategy. Emerging Markets Equity (“EME”) and Small Cap EME strategies will be considered for this search.

Managers must agree to comply with Massachusetts G.L. Chapter 32, Chapter 176 of the Acts of 2011 and all applicable investment guidelines administered by PERAC. The selected firm must be willing to complete supplemental disclosures and certification documents required by PERAC. In addition, managers must be registered with either the Securities and Exchange Commission or with the Secretary of State where the firm is domiciled. All materials submitted in connection with this search may be subject to disclosure consistent with Massachusetts Public Records Law.

If you are interested in participating in the search, please update eVestment Alliance through Q2 2020 at www.evestmentalliance.com by Wednesday, September 30, 2020. In addition, please provide NEPC with the following information:

  1. A completed copy of the Cover Letter provided by NEPC
  1. A completed copy of the Appendix I provided by NEPC
  1. An email copy of all eVestment Alliance information (firm and proposed strategy)
  1. Completed PERAC Forms (4 documents)

* All documents can be found on the NEPC website (www.nepc.com) *

All questions should be directed via email to the following contact (no phone calls please). All proposals must be submitted via email to BRSSearch@nepc.com by 2:00 pm (EST) on Tuesday, September 29, 2020. Proposals received after the deadline will not be considered.

In the subject line of your e-mail submission, please include the name of your firm along with ‘Boston Retirement EME Search’.

Please follow all directions carefully! Any response that is not completed according to the enclosed instructions will be rejected. Please do not fax your response or mail hard copies. Thank you in advance for your participation in this search.

Data Request Forms

Cover Letter

Appendix I

PERAC Forms

Placement Agent Form

Vendor Certification Form

Vendor Contact Information

Vendor Disclosures

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