Portfolio Monitoring/Securities Litigation RFP

The Norfolk County Retirement Board is seeking proposals from qualified law firms to provide portfolio monitoring as well as securities litigation services on a contingency/no-cost basis to the system.

The Norfolk County Retirement Board is a governmental defined benefit pension fund with approximately $1 billion in assets and serves approximately 10,000 active and retired members from 19 municipalities, 15 housing authorities, and 7 special districts.

All investments made by the Norfolk County Retirement Board are subject to the provisions of the Massachusetts General Laws, Chapter 32 and the rules and regulations of the Public Employees Retirement Administration Commission (PERAC), 840 CMR. The selected firm or firms must have familiarity and agree to comply with any and all applicable laws, PERAC regulations, and disclosures. The Board reserves the right to cancel or reject in whole or in part any or all proposals in the best interest of the system.

The proposal deadline is September 28, 2021, at 12:00 PM EDT; the RFP may be obtained up to the proposed deadline.