Investment Management Services

The government authority in Kentville, NS, requires an investment advisor to provide investment management services for its Special Reserve Fund, which currently holds approximately $15 million in assets. The selected vendor must oversee the investment of financial assets by recommending policies, processes, strategies, and allocation of investments, including timing and amounts. Additionally, the vendor provides advice on expected rates of return, internal controls, risk management, financial reporting, and accounting practices. The contract covers a three-year period, and performance of the work will occur offsite. To qualify for this opportunity, bidders must be an onshore Canada organization. The buyer seeks proposals to determine the budget. The provided text does not contain key dates or specific evaluation criteria.