BANKING-9215 - USA (Alameda, California) - Comprehensive Pension Fund Investment Consulting Services - Deadline September 22,2026

(1) Vendor needs to provide comprehensive pension fund investment consulting services to the government authority located in Alameda, CA.– Policy Duties:• Provide recommendations concerning long–term investment policy and investment objectives and strategy.• Provide recommendations regarding investment guidelines and procedures.• Provide recommendations regarding proxy voting policies and procedures.• Provide recommendations concerning risk management strategies.• Provide compliance monitoring.• Advise on rebalancing policies.– Asset Allocation and Portfolio Duties:• Conduct an annual asset allocation review.• Conduct an asset/liability study at least every 3 years.• Conduct a manager structure review at least every year.• Provide asset class research, analysis and recommendations.• Provide an annual Investment Policy Statement review.– Investment Manager Oversight and Duties:• Provide ongoing monitoring of institutional investment managers.• Provide research and analysis of agency investment managers.• Provide investment manager selection services and recommendations.• Provide investment manager compliance monitoring.• Provide investment manager compliance with agency Institute guidelines.• Provide recommendations concerning investment manager allocation andstructure, manager guidelines and benchmark identification.• Provide an annual comparison report of all manager fee structures relative to peer universes(2) The contract period will be for one year.(3) All the questions must be submitted no later than August 18, 2026.