Investment Services

The City of Leduc, Alberta requires a Canadian vendor to provide investment services for actively managing its long-term investment portfolio offsite. The buyer expects the selected vendor to deliver sound investment advice and portfolio management support that complies with and meets the expectations of the City's investment policy. Additionally, the vendor must advise the City on implementing its investment policy without compromising principal investments, while delivering monthly reporting and investment activity updates. The buyer asks vendors to submit proposals for the budget and requires all questions to be submitted no later than September 29, 2026. Only Canadian organizations qualify to participate in this procurement opportunity.