Investment Advisory and Management Services

The buyer, a public post-secondary government authority located in Alberta, requires a Canadian organization to provide offsite investment advisory and discretionary investment management services. The buyer seeks a solution demonstrating strong institutional investment expertise and robust governance and reporting practices. The selected vendor must deliver and support these services in alignment with the agency's investment objectives, governance framework, and fiduciary responsibilities, while supporting its investment portfolio and meeting its ongoing operational, regulatory, and oversight needs. Bidders must submit all questions no later than September 30, 2026. The buyer is looking for proposals to determine the budget, and the source text contains no additional evaluation criteria or key dates.