USA | CA | ORANGE COUNTY | SANTA ANA | 92702
Midsize City
Ocers - Orange County Employees Retirement System - CA
Investment Consulting/ Private Equity Advisory/ Real Estate Investment Advisory/ Fiduciary Investment Advice/ Institutional Investment Consulting
OCERS is requesting proposals from qualified firms interested in providing pension fund investment consulting services that will help OCERS 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 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 must be submitted electronically via PlanetBids by November 18, 2026. Intent to respond is required by October 19, 2026. Contract term is 3 years with a 3-year renewal option. Evaluation criteria include experience, team quality, research capabilities, and pricing. Respondents must meet minimum qualifications including SEC registration and relevant client experience.
Proposals must be submitted electronically via OCERS's online bidding system by 5:00 p. m. , PT, November 18, 2026. Any proposal delivered after the proposal deadline will not be considered.
Respondents must be SEC-registered investment advisors, have at least 5 years of continuous operation, and at least 5 defined benefit pension plan clients, including 2 public pension plans with assets of at least $15 billion each. respondent must have been in continuous operation for at least five (5) years providing services similar to those described in the scope of services.
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. Also, proposals delivered after the deadline will not be considered.