USA | CA | ORANGE COUNTY | SANTA ANA | 92702
Midsize City
Ocers - Orange County Employees Retirement System - CA
Investment Consulting/ Pension Fund Advisory/ Alternative Investments/ Private Equity Advisory/ Real Assets Advisory/ Hedge Fund Advisory/ Real Estate Advisory/ Private Credit Advisory/ Financial Advisory
OCERS Request for Proposal, Revised 10/21/2026
Investment consultant services for pension fund portfolio General investments and total portfolio risk consulting, private equity investment consulting, private credit investment consulting, real assets investment consulting, real estate investment consulting, hedge funds investment consulting
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OCERS seeks proposals from qualified firms for pension fund investment consulting services covering general investments, private equity, private credit, real assets, real estate, and hedge funds. Proposals must be submitted electronically via PlanetBids by November 18, 2026, 5:00 PM PT. Intent to respond due October 23, 2026. Contract term is 3 years with option to renew for 3 additional years. Evaluation based on experience, team quality, research capabilities, and pricing. Minimum qualifications include SEC registration and 5 years of continuous operation.
Proposals must be submitted electronically via OCERS online bidding system by 5:00 p. m. , PT, November 18, 2026. Any proposal delivered after the proposal deadline will not be considered.
Respondent must be a SEC-registered investment advisor, in continuous operation for at least 5 years, with at least 5 defined benefit pension plan clients, including 2 public pension plans with assets of at least $15 billion each.
Questions about this RFP must be submitted electronically via OCERS online bidding system by 5:00 pm, PT, October 23, 2026.
Failure to submit intent to respond may disqualify your firm from submitting a response. A proposal that fails to meet any material term, condition, requirement, or procedure of this rfp may be disqualified.