BANKING-9015 - USA (Cambridge, Massachusetts) - Portfolio Monitoring Service - Deadline July 27,2026

(1) Vendor needs to provide portfolio monitoring service to the government authority located in Cambridge, MA.             • Monitor the Board’s invested assets for any losses that may have occurred as a result of a violation or potential violation of Federal and/or state securities laws or a breach of any duty owed to the Board. • Provide the Board with an ongoing comprehensive securities monitoring and administration service that will provide the Board with expert legal advice, counsel and litigation–related services involving all aspects of securities litigation. • Use internal and external resources to identify and monitor securities litigation in which the Board may have an interest. • Advise the Board of the existence of situations where litigation or arbitration may be warranted, including an assessment of likely outcome, whether there is ongoing litigation to which the Board should be a party, whether the Board should apply to be lead plaintiff or seek to join the lead plaintiff group, whether the Board should remain in the plaintiff class or opt out, various deadlines that affect the Board’s rights, and other factors, as appropriate, to enable the Board to make an informed decision as to how to proceed.• Be responsive to and available on an as needed basis to confer with and provide recommendations to the Board regarding case status, strategies, and potential settlement or other resolution of cases. • On, at least, a quarterly basis, the selected firm(s) shall issue a report on the status of any pending or potential litigation relative to the Board’s investments.(2) The contract period will be seven years.