Investment Monitoring and Advisement Services

The government authority located in Winnipeg, Manitoba, is seeking a Canadian organization to provide investment monitoring and advisement services. The agency requires quarterly investment performance monitoring and ongoing investment advisory services to manage its portfolio effectively. This initiative aims to ensure compliance with the agency's investment policy statement and rebalancing procedures through structured, expert oversight. The scope of work covers detailed quantitative analysis conducted at both the total fund level and the individual manager and mandate level. The selected partner must perform relative performance comparisons against a broad universe of comparable strategies and investment managers. Additionally, the agency requires qualitative assessments and commentary on the performance of investments, managers, and the broader economy. The service provider must conduct quarterly reviews of the asset mix and propose the necessary rebalancing actions. The agency also requires assistance in drafting communications to investment managers and custodians to facilitate these rebalancing activities. Additional investment services may be requested on an as-needed basis at variable hourly rates. Only organizations based in Canada are eligible to bid on this opportunity. The selected partner will perform all work offsite, and the agency will accept proposal submissions digitally via email or through their online portal. The agency is currently looking for proposals to determine the budget and has not disclosed a pre-set funding limit. Bidders must submit all clarifying questions regarding this opportunity no later than June 8, 2026. The agency will evaluate proposals based on the bidders' ability to deliver the comprehensive quantitative and qualitative analyses outlined in the request.