City of San Diego PlanetBids #Investment Consultant Services

San Diego Seeks Investment Consulting Services for Retirement Plans

The City of San Diego's Business Administration department is seeking a qualified investment consultant to support its retirement plans. - Buyer: City of San Diego, Business Administration department - Services requested: - Comprehensive investment consulting for retirement plans - Assessment of investment fund performance against benchmarks - Quarterly written reports on economic conditions and capital market forecasts - Review and recommendations for investment policy revisions - Advice on asset allocation and diversification - Assistance with selection and retention of investment managers, including searches and due diligence - Investment education for the Board - In-person attendance at Board meetings in San Diego to present findings - Record-keeper search and evaluation - No specific OEMs or product manufacturers are mentioned - Notable requirements: - Consultant must provide in-person presentations to the Board in San Diego - Broad scope of advisory, evaluation, and educational services - Emphasis on ongoing, comprehensive support for retirement plan management

Description

The Board is seeking an investment consultant to provide comprehensive investment consulting advice and services for the Plans. Services include assessing investment fund performance, reviewing and revising investment policies, advising on asset allocation and investment manager selection, providing investment education, attending Board meetings, and performing record-keeper search and evaluation. The consultant will also provide quarterly reports including economic conditions, forecasts, and risk/return analysis. Proposals must be submitted electronically by July 3, 2026.

View original listing