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Actively Managed Intermediate-Duration Bond Portfolio Manager Request for Proposal (RFP)

RFP Documents:
Entire RFP document (MS Word 2000 Format)
RFP Company Questionnaire (MS Excel Format)
Standard Provisions for City Contracts (PDF Format)
Affirmative Action Program Provisions (PDF Format)
Certification Regarding Compliance with the Americans with Disabilities Ac (PDF Format)
Child Care Declaration Statement (PDF Format)
Certification of Compliance with Child Support (PDF Format)
July 13, 2004

SUBJECT: REQUEST FOR PROPOSAL FOR ACTIVE INTERMEDIATE-DURATION FIXED-INCOME INVESTMENTS MANAGER SERVICES

Dear Proposer:

The Los Angeles City Employees' Retirement System (LACERS) is requesting proposals to use as a basis for contracting with an investment manager with expertise in actively managing Intermediate-Duration Fixed-Income portfolios for U.S. public pension plans.

To be considered, managers must currently manage active intermediate-duration fixed-income assets for institutional clients. Managers should currently actively manage separate accounts totaling at least $1 billion in total fixed income assets under management in said mandate and at least $200 million in assets designated in active intermediate-duration fixed-income strategies. The firm must have at least a three-year live (i.e., not simulated), AIMR compliant performance history for the period ending June 30, 2004 using the active intermediate-duration fixed-income strategy.

The selected manager must be available for presentations to, and consultations with, the Board on issues relating to fixed-income fund investments.

LACERS requires all proposers to submit an approved Affirmative Action Plan and Vendor Child Care questionnaire, a Certification of Compliance with Child Support Obligations, and an American With Disabilities Certification. These documents can be downloaded for printing from the LACERS web page at www.lacers.org

Please submit 13 copies by 4:00 P.M., Pacific Daylight Time, Friday, September 10, 2004 and mailed to:

DANIEL P. GALLAGHER, CHIEF INVESTMENT OFFICER
Los Angeles City Employees' Retirement System
360 East Second Street, Second Floor
Los Angeles, California, USA 90012-4207

FACSIMILE COPIES WILL NOT BE ACCEPTED.

Managers who become finalist candidates may be requested to submit additional copies of their proposal. Any questions should be directed to Wayne Ige or Josie Enriquez at (213) 473-7124.

Sincerely,

Robert Aguallo, Jr., General Manager
Los Angeles City Employees' Retirement System

RA: DPG: JE

Enclosures