Request for Proposal for General Investment Consulting Services

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Thank you for submitting your Questions for ACERA’s General Investment Consultant RFP.  Due to the number of questions received, responses to the questions will be available on Thursday, 8/3/17.

See the full Request for Proposal (RFP) in the attached PDF.

 Timeline (REVISED 8/3/2017)

Date of RFP issuance 7/11/17
Deadline to submit written questions 7/20/17
Responses to questions posted on website   8/3/17
Deadline to submit Intent to Bid (optional) 8/9/17
Deadline to submit proposals 8/16/17 5:00 p.m. PT

 

 

 Tentative Dates

On-site visits and finalist interviews by 11/10/17
Investment Committee interview of finalist firms (in Oakland) 12/13/17
Board approval of successful bidder 12/21/17
Notify firms of Board decision 12/22/17

Alameda County Employees’ Retirement Association will make a good faith effort to follow the above timeline, but may amend it as necessary. Firms submitting an Intent to Bid for the RFP shall be informed by email of any changes.

Contact Persons

Questions regarding this Request for Proposal should be directed to Cortex Applied Research Inc. (Cortex), a consulting firm retained by ACERA to assist with the search process. Contact details for Cortex are:

(416) 967-0252 ext. 233 or jtam@cortexconsulting.com