Investment Consultant RFP

Request for Proposals (RFP) for Investment Consulting Services

The Public Employees’ Retirement Association of Colorado (“Colorado PERA” or “PERA”) is seeking proposals from qualified firms to provide investment consulting services for its Combined Investment Fund, which is comprised of the defined benefit trust funds, the life insurance reserve fund, and the health care trust funds.

In order to assist you in evaluating this opportunity and preparing a response, we have also included links to the following documents:

1. Our most recent Annual Comprehensive Financial Report (ACFR), which contains a description of the retirement plan, organizational chart, and details about plan assets;
2. PERA’s Statement of Investment Policy;
3. An outline of the minimum eligibility requirements and RFP process;
4. A scope of services statement;
5. Sample contract;
6. The statutes and rules governing PERA.

We are looking forward to receiving a response from your firm.

Colorado PERA provides retirement and other benefits to over 700,000 current and former teachers, State Troopers, corrections officers, snowplow drivers, and other public employees who provide valuable service to all of Colorado. PERA is a vital and stable contributor to Colorado’s economy, distributing $4.55 billion in benefits in 2023 to more than 114,000 retirees who live in Colorado.