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BANKING-1717 - Canada (Leduc, Alberta) - Investment Services and Advisor Services - Deadline October 10,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: BANKING-1717

Government Authority located in Leduc, Alberta; Canada based organization looking for expert vendor for investment services and advisor services.

[A] Budget: Looking for Proposal

[B] Scope of Service:

Vendor needs to provide investment services and advisor services to actively manage and advise on its long-term investment portfolio to the government authority located in Leduc, AB.
- A firm with an established record and reputation of managing investments,
- To collaborate with the Successful Proponent on the best way to implement the existing investment policy without compromising any of the principal investment,
- Provide sound investment advice and support in the management of the Commission’s investment portfolio which complies with the Commission’s Investment Policy,
- Advise on how to best implement the Commission’s investment policy without compromising any of the principal investment,
- Complies with the Commission’s Investment Policy,
- Meet the expectations outlined in the Commission’s Investment Policy and
- Provide monthly reporting and investment activity updates.

[C] Eligibility:

- Onshore (Canada Only);

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location.

Expiry Date : Thursday, 10 October, 2019

Category : Banking Services

Country : Canada

State : Alberta

RFP Expired

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