Sacramento Opengov #255724

SCERS General Investment Consultant Services Solicitation

Sacramento County Employees’ Retirement System (SCERS) is seeking a full-service, retainer-based, non-discretionary general investment consultant to support its $15.7 billion pension fund. - Government Buyer: - Sacramento County Employees Retirement System (SCERS) - SCERS Investment Team - Services Requested: - General investment consulting services - Investment policy and asset allocation advice - Asset-liability studies and risk management - Manager search and due diligence for public equity and credit - Performance monitoring and compliance reporting - Board education, meeting support, and collaboration with alternative assets and real estate consultants - Requirements: - Consultant must act as a fiduciary under California law - Must be a registered investment adviser (or exempt) - Minimum five years of relevant experience - Quarterly compliance and performance reports - Strict indemnification and insurance standards - No specific OEMs or product vendors are named; this is a professional services solicitation - Contract Structure: - Evergreen contract with an initial five-year fixed fee proposal and annual adjustments thereafter - Place of Performance: - SCERS office at 980 9th Street, Suite 1900, Sacramento, CA 95814

Description

The Sacramento County Employees’ Retirement System (SCERS) is seeking proposals for a full-service, retainer-based, non-discretionary general investment consultant. The consultant will assist in the ongoing monitoring and evolution of SCERS' total investment portfolio, acting as a fiduciary and working closely with SCERS Staff, Board, and other investment consultants. The scope includes providing advice on asset allocation, risk advisory, compliance monitoring, and client services. The consultant will support SCERS' diversified long-term investment program, which manages approximately $15.7 billion in assets as of December 31, 2025.

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