Government Contract | California
GENERAL INVESTMENT CONSULTANT

Bid Information


Bid Alert No: 00000481997

Bid Title: GENERAL INVESTMENT CONSULTANT

Agency Bid No. Title: Not Stated

Received Date: 02/11/2016

Close Date: 02/29/2016

Purchase Type: Not Stated

Delivery Point: Orange County, California

Delivery Date: Not Stated

Special Notices: Bidder Preregistration

Specifications

Specifications include, but are not limited to:The OCERS General Investment Consultant has typically providedthe following services, all of which are expected to be delivered through the selectedconsultant: Non-discretionary consultant (we are not seeking an OCIO or a discretionaryadvisor here) Independent advisor to the Investment Committee Provides asset-class analytics to support asset allocation including asset-liabilityanalytics Supports staff, provides specialized investment research for/to staff, and servesas extension of staff -- as requested by CIO Provides manager profiles, identifies and evaluates candidate managers(exceptions when RFPs are issued by CIO), provides basic due diligence onprospective managersExceptions: Real estate and absolute return where OCERS has retainedindependent advisors Provides quarterly portfolio reports and performance evaluations/metrics Coordinates with our risk advisor, BlackRock Solutions on portfolio-level risk Attends all monthly meetings of the Investment Committee but not the managermonitoring subcommittee Provides manager updates to staff questionnaire for manager monitoringsubcommittee meetings on a monthly basis

Bid Related Documents

Download Document

Product Codes: 94648, 94656

Agency Information


Issuing Agency: Orange County Employees Retirement System (OCERS)

State: California

Agency Type: State and Local

Contact: Stina Walander-Sarkin 2223 E. Wellington Ave., Suite 100, Santa Ana, California, 92701

Phone: 714-569-4898

Fax: 714-558-6236

Email: swalander@ocers.org

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