ASM-2583 - USA (Wellesley, Massachusetts) - Investment Consultant Services - Deadline August 6,2026

Vendor needs to provide investment consultant services to the government authority located in Wellesley, MA.– Serve as Investment Consultant for the agency and the Town other post–employment benefits trust.– Investment consulting services should include:– Monitor the Pension Reserves Investment Management Board (or current investment manager, if applicable) and performance of each of the funds that PRIM manages on behalf of the Wellesley pension plan.– Provide reporting of the asset performance of each fund managed by the investment managers, as well as the performance of total plan assets no less frequently than quarterly.– Attend Board meetings no less frequently than semi–annually, which would include performance reviews and manager reviews following fiscal year end and calendar year end.– Review the System investment policy with the Retirement Board, including the asset allocation policy no less frequently than annually.