LACERA - The Los Angeles County Employees Retirement Association LACERA Home Disclaimer Links My LACERA FAQs Contact Us LACERA Home


Search by Topic

Brochures & Forms


OPPORTUNITIES


RFP: MSCI ACWI IMI INDEX INVESTMENT MANAGEMENT SERVICES

The Los Angeles County Employees Retirement Association (LACERA), a $54 billion public pension fund, is evaluating the capabilities of firms that offer separate account passive investment management services for MSCI All-Country World Investible Market (“MSCI ACWI IMI”) Index. The anticipated funding size is approximately $10 - $15 billion.

Submission Requirements

Please fill out the questionnaire, placement agent disclosure and SEC compliance form, and supplemental information. Responses to the questionnaire should be limited to a maximum of 50 pages, double-sided, 12 point size font using Microsoft Word (a version compatible with MS Word 97). Submit one (1) copy of your written response and one (1) electronic copy, on a flash drive to:

  • Mr. Dale Johnson
  • Investment Officer
  • LACERA
  • Gateway Plaza
  • 300 North Lake Avenue, Suite 850
  • Pasadena, CA 91101-4199

Also, send one unbound copy marked “REDACTED.” The redacted copy should exclude all material from your proposal that you believe in good faith is exempt from disclosure under the California Public Records Act, Cal. Government Code section 6250 et seq. (described in Section VI of this RFP). Redactions should appear as blacked out material or blank page(s) with the word “REDACTED” or “PROPRIETARY” inserted.

In addition, send one copy of your written response to:

  • Steve MacLellan, CFA
  • Vice President, Consultant
  • Meketa Investment Group, Inc.
  • 100 Lowder Brook Drive, Suite 1100
  • Westwood, MA 02090

Following the evaluation of the written responses, LACERA may invite managers for interviews.

Deadline

Completed responses must be received no later than 3:00 PM (PST) on Friday, April 19, 2019. Responses received after the specified deadline may be considered for evaluation solely at the discretion of LACERA.

RFP MATERIALS

PDF icon RFP: MSCI ACWI IMI Index Investment Management Services
Appendix_B-ESG_Manager_Survey-Proxy_Votes MS Excel file Zipped