RFP: Risk and Analytics System, and ESG Research Services Search

Los Angeles County Employees Retirement Association (LACERA) is requesting proposals from qualified firms for a risk and investment analytics system, and ESG research and analytics services.

Scope of Work

The purpose of this RFP is to select a comprehensive, multi-asset class, investment risk analysis software system to assist in systematically identifying, assessing, monitoring and reporting on portfolio risk and analytics, including environmental, social, and governance (“ESG”) factors, for the Total Fund and OPEB Trust. The solution should cover all the major asset classes within the Total Fund and OPEB Trust, and enable a comprehensive view of aggregate total and active risk across the portfolios and within each asset class. The software system should inform LACERA’s analysis of the performance of existing external asset managers as well as potential new external asset managers.

LACERA is requesting separate proposals from qualified firms (Firm or Bidder) for their risk and analytics system, and ESG research and analytics services. Although LACERA may contract with one firm for the risk and analytics system and another firm(s) for ESG research and analytics, LACERA encourages qualified firms who qualify to submit two (2) proposals, one for risk and analytics and another for ESG research and analytics.

Submission Requirements

Submit your Intent to Respond (Attachment A) by 3:00 PM Monday, April 22, 2024, as well as your completed proposal (email only) by 3:00 PM Friday, May 17, 2024. Any proposal delivered after the proposal deadline will not be considered. Faxed transmissions are not acceptable. The completed proposal is to be sent to the attention of:

Ms. Esmeralda del Bosque, Principal Investment Officer, LACERA
PM.Analytics@lacera.com

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 7920 et seq.) (described in Section VII of this RFP). Redactions should appear as blacked out material or blank page(s) with the word “REDACTED” or “PROPRIETARY” inserted.

Questions Related to This RFP

Direct all questions, inquiries, and requests for additional information concerning this RFP to Esmeralda del Bosque no later than 3:00 PM April 26, 2024 by e-mail (PM.Analytics@lacera.com). All questions received and responses thereto will be posted on LACERA’s website (www.lacera.com) under the "RFP Opportunities" section on or about 3:00 PM May 6, 2024.