BANKING-9487 - USA (Santa Ana, California) - Investment Consultant Services - Deadline November 18,2026

(1) Vendor needs to provide investment consultant services to the government authority located in Santa Ana, CA. – Provide investment consultant services for: general investments, risk private equity, real assets and real estate.– Provide ongoing advice and technical support in the establishment and refinement of portfolio strategic asset allocation, investment goals, objectives, and policies.– Provide asset class analytics to support asset allocation studies to drive the portfolio construction process.– Provide risk management services including development of portfolio–level risk mitigation, risk offset, or risk–balancing strategies.– Conduct comprehensive due diligence on prospective managers in the covered area. the due diligence investigation will also include operational due diligence of a prospective fund or manager’s governance, organization, back office, accounting, risk, systems, and valuation methodologies.(2) All the questions must be submitted no later than October 19, 2026.