Fairfax County Bonfire #CES100001123

Investment consulting services for Fairfax County URS’s approximately $2.5 billion retirement system

Fairfax County’s Uniformed Retirement System is seeking a full-service investment consultant for its approximately $2.5 billion retirement program. - Government buyer: Fairfax County Uniformed Retirement System (URS), Fairfax County, Virginia. - Requested service: One full-service, non-discretionary investment consulting engagement for the URS Board of Trustees and Staff. - Advise on strategic asset allocation, economic and market developments, manager research and selection, performance reporting, risk analytics, education, investment policy, and related fiduciary matters. - Portfolio context: URS assets total approximately $2.5 billion across public and private markets. - Governance requirement: The Board retains exclusive authority over investment policy and investment manager selection; the consultant provides advice rather than discretionary management. - OEMs and vendors: No OEMs or vendors are named in the opportunity.

Description

The Fairfax County Uniformed Retirement System (URS) is requesting proposals from qualified full-service, non-discretionary investment consulting firms. The consultant will advise the URS Board of Trustees and Staff on the System’s investment program, including strategic asset allocation, manager research and selection, performance reporting, risk analytics, education, and policy support. URS assets total approximately $2.5 billion across public and private markets, and the Board retains authority over investment policy and manager selection. Required submission materials include a proposal cover sheet, Attachments A1–A8, a technical narrative, qualifications, fee proposal and billing rates, and financial statements.

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