Comprehensive Pension Fund Investment Consulting Services

The Alameda, CA government authority seeks a qualified USA-based vendor to provide comprehensive pension fund investment consulting services for a one-year contract period. The selected vendor performs all work offsite. The required scope includes policy duties such as recommending long-term investment policy, objectives, strategy, guidelines, proxy voting, and risk management strategies, alongside compliance monitoring and rebalancing advice. Additionally, the scope encompasses asset allocation and portfolio duties, including annual asset allocation and manager structure reviews, triennial asset/liability studies, asset class research, and annual Investment Policy Statement reviews. The vendor also manages investment manager oversight by monitoring, researching, selecting, and reviewing institutional investment managers, while comparing fee structures against peer universes annually. Bidders submit responses digitally via email or online and provide their own proposed budget. Interested parties must submit all questions no later than August 18, 2026. The buyer provides no further details regarding specific evaluation criteria.