Investment RFPs Announced in September 2024

As we navigated through September, the investment landscape continued to see a diverse array of RFPs from institutional investors across different asset classes. From global equity mandates and emerging markets to value-add real estate and U.S. fixed income, there were numerous opportunities for investors and managers alike.

This month, we highlight significant RFPs, including an up to $1.5 billion global equity search by the Kansas Public Employees Retirement System and a $5 billion passive U.S. equity mandate from the New York State Deferred Compensation Board. We’ll also cover other key opportunities, like the City of Holyoke Retirement Board’s international equity search and Cambridge Retirement System’s focus on timber and farmland.

For investors, consultants, and asset managers, these RFPs present a chance to align with new investment opportunities. Review the details, meet the deadlines, and position yourself to seize these opportunities in an evolving market.

In this blog, we bring you a comprehensive list of RFPs that were issued in the month of September from various sectors including Private Real Estate, Fixed Income, Emerging Markets, Fixed Income, and more.

To learn more information and subscribe to our Searches, click here!

Emerging Markets Equity

The Firemen's Retirement Plan of St. Louis

Amount: $8,000,000

Consultant: Dahab

Deadline: October 4, 2024

Global Equity

Firefighters' Retirement System of Louisiana

Amount: $125,000,000

Consultant: NEPC

Deadline: November 1, 2024

International Equity

City of Holyoke Retirement Board

Amount: $20,000,000

Consultant: Mariner

Deadline: October 4, 2024

 

Kansas Public Employees Retirement System

Amount: $1,500,000,000

Deadline: October 4, 2024

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Private Real Estate

The Weymouth Retirement System

Asset Class: Value Add / Opportunistic

Amount: $10,000,000

Consultant: Fiducient 

Deadline: October 2, 2024

 

City of Holyoke Retirement Board

Asset Class: Value Add

Amount: $10,000,000

Consultant: Mariner 

Deadline: October 11, 2024

Real Assets

Cambridge Retirement System

Asset Class: Timber / Farmland

Amount: $45,000,000

Consultant: Segal Marco

Deadline: October 28, 2024

U.S. Equities

New York State Deferred Compensation Board

Asset Class: Passive U.S. Equity

Amount: $5,000,000,000

Consultant: Callan

Deadline: October 4, 2024

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U.S. Fixed Income

City of Holyoke Retirement Board

Asset Class: Liquid Core

Amount: $30,000,000

Consultant: Mariner

Deadline: October 4, 2024

 

New York State Deferred Compensation Board

Asset Class: Passive U.S. Core

Amount: $800,000,000

Consultant: Callan

Deadline: October 4, 2024

 

Chicago Firemen's Annuity & Benefit Fund

Asset Class: U.S. Core Fixed Income

Amount: $50,000,000

Consultant: Callan

Deadline: November 1, 2024

 

Chicago Firemen's Annuity & Benefit Fund

Asset Class: U.S. Core Plus Fixed Income

Amount: $70,000,000

Consultant: Callan

Deadline: November 1, 2024

To keep up with all RFPs, book a demo of Dakota Marketplace!

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Written By: Koncheng Moua, Director of Data Management and Strategy

Koncheng Moua is the Director of Data Management and Strategy at Dakota.

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