Description: Non-discretionary investment consulting services for OCERS’ general investments and total portfolio risk, private equity, private credit, real assets, real estate, and hedge funds.
SpecialDistrict · CA, US
From the first pre-RFP signals to the published RFP and its files.
Strategic plan
OCERS' 2026-2028 Strategic & Business Plan calls for using consultants and risk-management tools to monitor portfolio risks and support risk-aware investment strategies.
2026-2028 STRATEGIC & BUSINESS PLAN Orange County Employees Retirement System 2223 E. Wellington Avenue Santa Ana, CA 92701 WHO WE ARE Mission Statement We provide secure retirement and disability benefits with the highest standards of excellence. Vision Statement To be a trusted partner providing premier pension administration, distinguished by consistent,…
Orange County Employees Retirement System Strategic & Business Plan 2026-2028
Strategic plan · 2026
OBJECTIVE 2: ACHIEVE A RISK-ADJUSTED RETURN ABOVE THE PEER MEDIAN OVER A TRAILING 10-YEAR PERIOD (DAVE BEESON) Initiative 2: Utilize consultants, custodians, technology solutions, and risk management tools with a special emphasis on AI capabilities to monitor and simulate portfolio risks to aid in the design and execution of risk-aware investment strategies…
Orange County Employees Retirement System Board of Retirement Regular Meeting
Meeting agenda · Jul 20, 2026
Board meeting
260 days before RFP
OCERS recorded an additional Investment Committee meeting for April 22, 2026, to prepare for an asset allocation study.
CIO COMMENTS- Ms. Murphy started with some housekeeping news, noting that the Investment Committee Meetings will be moving from 9:00 back to 9:30 per the Committee Chairs request to keep with uniformity with the rest of the Committees and Board Meeting times. Further, she also notes that moving forward, most of the educational opportunities will be…
Orange County Employees Retirement System Board Of Retirement Regular Meeting
Board meeting · Jan 21, 2026
Board meeting
134 days before RFP
The Investment Committee approved revised asset-allocation target ranges and updates to the First Responders and Private Income Strategies benchmarks.
ACTION ITEMS A-2 ASSET ALLOCATION Presentation by Laura Wirick, CFA, CAIA, Meketa Recommendation: Affirm the current OCERS' asset allocation targets and approve the recommended revised target ranges. A MOTION was made by Mr. Dewane, SECONDED by Mr. Packard, to approve staff recommendation. A SUBSTITUTE MOTION was made by Ms. Freidenrich to approve "Policy…
Orange County Employees Retirement System Investment Committee Meeting Minutes
Board meeting · May 27, 2026
Meeting agenda
23 days before RFP
The proposed 2027-2029 Strategic & Business Plan proposed using consultants, technology solutions, and risk-management tools for portfolio-risk monitoring, with a projected 2027 cost of $200,000.
OBJECTIVE 2: ACHIEVE A RISK-ADJUSTED RETURN ABOVE THE PEER MEDIAN OVER A TRAILING 10-YEAR PERIOD (PROJECTED 2027 COST: $200,000) (DAVE BEESON) Initiative 2: Utilize consultants, custodians, technology solutions, and risk management tools with a special emphasis on AI capabilities to monitor and simulate portfolio risks to aid in the design and execution of…
Orange County Employees Retirement System Board of Retirement Strategic Planning Workshop
Meeting agenda · Sep 15, 2026
RFP published
Proposals due (14 days left)
Decision makers connected to this RFP from Orange County ERS.
Adjacent opportunities open for bidding right now.
Maryland State Retirement Agency
State AgencyMD
Posted
Oct 26, 2026
Dec 15, 2026
The RFP seeks non-discretionary private market investment consulting services for private equity, private credit, private infrastructure, and private real assets (excluding real estate).
StateMD
Posted
Oct 26, 2026
Dec 15, 2026
Private Equity Consultant Services.
Special DistrictTX
Posted
Oct 28, 2026
Dec 8, 2026
Seeking proposals from responsible firms with demonstrated experience in public-sector and federally assisted real estate assignments, including compliance with fta requirements, the uniform act, applicable texas law, the uniform standards of professional appraisal practice ("USPAP"), and professional standards governing surveying and right-of-way services.
CityNC
Posted
Oct 9, 2026
Nov 6, 2026
The City of Southport is seeking proposals from qualified real estate brokerage firms to provide real estate brokerage services on an as-needed basis, including assistance with the sale or disposition of City-owned property and identification/acquisition of properties for City uses.
