Government Contract | California
Strategic Portfolio and Risk Advisor

Bid Information

Bid Alert No: 00000599816

Bid Title: Strategic Portfolio and Risk Advisor

Agency Bid No. Title: Not Stated

Received Date: 06/14/2016

Close Date: 07/01/2016

Purchase Type: Term:

Delivery Point: Orange County, California

Delivery Date: Not Stated


Specifications include, but are not limited to: This consulting engagement will be limited to the functions described on pages 12-14 and will not include many of the responsibilities of our general consultant (which are described below first). The Strategic Portfolio and Risk Advisor will serve foremost as a special advisor to the board, provide consultative input to the CIO and the general consultant, and make quarterly, semi-annual and annual reports as specified below. Attendance must be at least quarterly, and probably will involve 7-8 meetings annually plus telephonic consultations. No resources will be required for manager sourcing and selection, reporting and other functions already assigned to the general consultant. For this more-limited engagement, we are looking primarily for seasoned expertise, strategic value-added, and thought leadership from two key individual consultants who should be recognized industry experts and not relationship managers or field consultants who focus primarily on policy implementation with limited professional and personal skills in portfolio structure and macro strategy. The lead consultant in this engagement must bring high-level gravitas, and both extensive experience and success in public pension investment strategy.

Bid Related Documents

Download Solicitation Notice

Product Codes: 94600, 94648

Agency Information

Issuing Agency: Orange County Employees Retirement System (OCERS)

State: California

Agency Type: State and Local

Contact: 2223 E. Wellington Ave., Suite 100, Santa Ana, California, 92701

Phone: 714-558-6200



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