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Investment Products and Services Introductions
ACERA
is a well-diversified public pension plan with a
multi-billion dollar investment portfolio. ACERA’s current target
allocation
includes the following asset classes: domestic equity, international
equity,
fixed income, real estate, real return pool, as well private equity and
alternatives.
For a copy of ACERA's
Placement Agent Disclosure Policy, Click
Here.
ACERA only invests
directly with its investment managers and does not work with placement
agents
or brokers.
ACERA
Investment Staff (Staff) has designated the morning
of the fourth Wednesday of every month as its IPSI day to meet with
prospective
investment product/service vendors.
The
purpose of these introductions is to provide an
opportunity for the prospective vendors to understand ACERA's needs
better and
for Staff to learn about the vendors' investment products / services.
IPSI is
NOT a part of ACERA's investment vendor search process. After an
introduction
session, if Staff finds a product / service fits well with ACERA's
needs, Staff
will forward the pertinent information to ACERA's consultant(s). Each
introduction session is approximately 45 minutes.
If you would like to present a product/ service to Staff,
please follow the instructions below:
1.
Complete
a
one-page ACERA IPSI Form for each product/service
2. Name
the completed one-page IPSI Form file as
follows: “Company Name_Product/Service
Name;”
3. Format
the subject title of your email as
follows: “Company Name_Product/Service
Name_IPSI;” and
4. Attach
the completed one-page IPSI Form file and
email it to allinvestments@acera.org.
Please submit ONE IPSI Form for EACH product/ service per
email. A representative of our investment department will respond to
you by the
third Wednesday of the month in which the meeting is to be scheduled.
Owing to the high
volume of requests, Staff’s attention will be directed to those
requests which
have followed the instructions described above. ACERA reserves the
rights to
decline to meet with any prospective vendor. Please refer to ACERA’s
website, www.acera.org,
for additional investment information.
Once
submitted to ACERA, IPSI Forms and all related
materials become the property of ACERA and will be subject to the
California
Public Records Act.
I AGREE,
PROCEED TO IPSI FORM
-OR-
I DISAGREE,
EXIT ACERA IPSI WEBPAGE
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