Merx #26-1

Investment Management Services for Heritage Park Foundation Portfolio

Heritage Park Foundation is seeking investment management services for its diversified portfolio supporting Heritage Park Historical Village in Calgary, Alberta. - Government buyer: Heritage Park Foundation (fundraising arm of Heritage Park Historical Village) - No specific OEMs or vendors named; solicitation is open to qualified investment management firms - Services requested: - Comprehensive investment management for a portfolio including cash, fixed income, and global equities - Focus on capital preservation, sustainable growth, and annual distributions within an endowment-style framework - Adherence to an established Investment Policy Statement prohibiting higher-risk strategies (e.g., leverage, speculative derivatives) - Ongoing support for refining the Foundation’s investment policy - Requirements: - Demonstrated experience managing governance-driven, not-for-profit portfolios - Ability to support annual distributions and long-term sustainability - No products or hardware are being procured; only professional investment management services are required

Description

The Heritage Park Foundation in Calgary is seeking proposals from qualified investment management firms to oversee its diversified investment portfolio. The scope includes managing a portfolio consisting of cash, fixed income, and global equities with a focus on capital preservation, sustainable growth, and support for annual distributions within an endowment-style framework. The portfolio management must adhere to an established Investment Policy Statement that restricts higher-risk strategies such as leverage and speculative derivatives. Proponents must demonstrate experience in managing portfolios within a governance-driven, not-for-profit environment and contribute to the ongoing refinement of the investment policy.

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