Proposal Submittal Deadline: November 9, 2021 4:00 p.m. Pacific Time

The Los Angeles City Employees’ Retirement System (LACERS) administers an investment portfolio with approximately $23 billion in assets.  LACERS is seeking one or more investment managers to manage its current portfolio of passive strategies as well as provide additional passive investment strategy options for possible future investment needs.  LACERS will consider separately managed and commingled fund strategies.  Emerging Managers (as defined by LACERS’ Emerging Investment Manager Policy) are encouraged to participate in this search.

Refer to the attached files for all details and instructions.

LACERS Passive RFP Search Document

Exhibit 6 – Passive US, Non-US & Global Index Strategies Questionnaire

Tutorial on City Required and Compliance

 

APPENDICES

Appendix A – General Conditions and Compliance Documents

Appendix A Attachment 1 – Confidentiality & Non-Disclosure of Member Information

Appendix A Attachment 2 – Request for Proposal Warranty & Affidavit

Appendix A Attachment 3 – LACERS’ Marketing Cessation Policy

Appendix A Attachment 4 – Proposer Disclosure Form

Appendix A Attachment 5 – Bidder CEC Form 50

Appendix A Attachment 6 – Bidder CEC Form 55

Appendix A Attachment 7 – Form 700 Filers 2021

Appendix B – Standard Provisions for City Contracts with Exhibit 1

Appendix C Attachment 1 – Sexual Harassment Policy Disclosure Form

Appendix C Attachment 2 – Gender Equality Disclosure Form

Appendix C Attachment 3 – Organization Diversity Survey ODS Form

Appendix D – Sample LACERS IMA Template