Massachusetts COMMBUYS #BD-27-1381-BCC01-BCCFR-134721

Bristol Community College Investment Advisory Services

Bristol Community College is seeking an investment advisory firm to support management of the College’s investment program. - Government buyer: Bristol Community College, Purchasing and Business Services. - Requested service: One investment advisory services engagement (quantity: 1; no part number specified). - Scope: Investment philosophy and portfolio construction; asset allocation; manager research and due diligence; risk assessment and rebalancing; fiduciary support; custody coordination; client reporting and performance measurement; and transition support. - Notable requirements: Describe relevant nonprofit and public higher-education experience, sustainable/ESG/socially responsible and mission-aligned investing capabilities, information security and compliance practices, complete fees and other compensation, and conflicts of interest. - OEMs and vendors: No OEMs or advisory firms are named in the provided materials; the College is seeking qualified firms.

Description

Bristol Community College is requesting proposals from qualified, experienced investment advisory firms. The requested services include investment advice and advisory support, with proposals addressing firm and team experience, investment philosophy, client reporting and performance, sustainable or mission-aligned investing, fees, and conflicts of interest. Proposals are due electronically by email in PDF format by November 12, 2026, at 2:00 PM. The initial contract term is 15 months beginning February 1, 2027, with options to renew for up to four additional one-year terms.

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