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The Los Angeles County Employees Retirement Association (“LACERA”) is requesting proposals from qualified firms interested in providing a total Fund risk system that will incorporate a comprehensive, multi-asset class, investment risk analysis software system to assist in systematically identifying, assessing, monitoring and reporting on portfolio risk, including ESG factors, for the total Fund. The specific services requested via this Request for Proposal (“RFP”) are detailed within the RFP.

Questions Relating to this RFP

All questions, inquiries, and requests for additional information concerning this RFP should be received no later than 3:00 PM, PST, Friday, February 1, 2019 and should be emailed to All questions received and responses thereto will be posted on this page on or about 3:00 PM PDT, Friday, February 8, 2019.

Proposal Deadline

The completed proposal (email and USB flash drive) must be delivered by 3:00 PM, PST, Friday, March 1, 2019. Any proposal delivered after the proposal deadline will not be considered. Faxed transmissions are not acceptable. The email transmission and USB flash drive of the completed proposal are to be sent to the attention of:

  • Mr. Jude Pérez
  • Principal Investment Officer
  • 300 North Lake Avenue, Suite 850
  • Pasadena, CA 91101

Also send one electronic 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. Gov. Code Sections 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.

Tentative Timetable

The following is the tentative time schedule for LACERA’s search for firms to provide a total Fund risk system. All dates are subject to modification by LACERA.

Task Date
LACERA RFP Issued Friday, January 18, 2019
Submission — RFP Questions Deadline (Firm) Friday, February 1, 2019
Submission — Letter of Intent (Firm) Friday, February 8, 2019
LACERA Response to Written Questions Friday, February 8, 2019
Submission — RFP Response Deadline Friday, March 1, 2019
Notification of Firms Past First Round (Tentative) Friday, March 29, 2019
Notification of Advancement (Tentative) Friday, April 26, 2019
Board of Investments Interviews (Tentative) Tuesday, August 13, 2019
Selection Announced (Tentative) Tuesday, August 13, 2019


PDF icon RFP: Total Fund Risk System Search

PDF icon RFP: Response to Written Questions