The Massachusetts School Building Authority (MSBA) requests responses from qualified firms to provide investment advisory services to the MSBA with the goals of maximizing investment returns while protecting the principal and providing long-term investment strategies. Firms proposing to provide Investment Advisory Services must be registered with the Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940 and must comply with all applicable provisions of the Securities Exchange Act and all Regulations and Rules adopted by the SEC, the Financial Industry Regulatory Authority (FINRA) and applicable State Licensing Boards.
The Request for Responses and attachments can be found using the link below:
Request for Responses to Provide Investment Advisory Services
Attachment A: Authorized Respondent Signature and Acceptance Form
Attachment B: Certification of Compliance with Laws
Attachment C: Master Services Agreement
Attachment D: Supplier Diversity Program Plan Form
Attachment E: Invest in Massachusetts Form
Attachment F: Cost Proposal Template
Attachment G: Creating a Quote in COMMBUYS: How to Respond to a Bid Solicitation
Attachment H: MSBA Investment Management Policy
Procurement Calendar:
Issuance of RFR: July 8, 2026
Question Deadline: July 15, 2026, at 5:00 PM
Responses to Questions Posted no later than: July 22, 2026
RFR Response Deadline: August 7, 2026, at 2:00 PM
Virtual Presentations (If conducted): Week of September 21, 2026
Award of the Contract: Anticipated October 28, 2026
