USA | CA | ORANGE COUNTY | SANTA ANA | 92702
Midsize City
Ocers - Orange County Employees Retirement System - CA
Pension Fund Advisory/ Private Equity Advisory/ Real Assets Advisory/ Real Estate Advisory/ Private Credit Advisory/ Financial Advisory
OCERS is requesting proposals from qualified firms interested in providing pension fund investment consulting services that will help improve portfolio performance over the long run while managing risk in alignment with the risk profiles articulated collectively by our Investment Committee.
Pension fund investment consulting services General investments and total portfolio risk consulting, private credit investment consulting, private equity investment consulting, real assets investment consulting, real estate investment consulting
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OCERS seeks proposals for pension fund investment consulting services covering general investments, private equity, private credit, real assets, and real estate. Proposals due November 18, 2026, via online bidding system. Contract term is 3 years with option to renew for 3 more. Evaluation based on experience, team quality, research capabilities, and pricing. Minimum qualifications include SEC registration and 5 years of relevant experience.
Proposals must be submitted by 5:00 p. m. PT, November 18, 2026, via the online bidding system. Any proposal delivered after the proposal deadline will not be considered.
Respondents must be SEC-registered investment advisors and have at least 5 years of continuous operation. respondent must have been in continuous operation for at least five (5) years providing services similar to those described in the scope of services.
Questions about the RFP must be submitted by 5:00 p. m. PT, October 19, 2026. questions about this rfp must be submitted electronically via ocerss online bidding system. . . by 5:00 pm, pt, october 19, 2026.
Failure to submit intent to respond may disqualify a firm. failure to submit your intent to respond may disqualify your firm from submitting a response to this rfp.