Opportunity
CanadaBuys #AB-2026-05381
University of Alberta RFP for Endowment Portfolio Optimization Review
Posted
July 29, 2026
Respond By
August 26, 2026
Identifier
AB-2026-05381
NAICS
523940, 525920
The University of Alberta is seeking an external contractor to conduct a comprehensive review of its endowment portfolio. - Government buyer: University of Alberta, Office of Vice-President (External Relations) - No specific OEMs or vendors are named in the solicitation - Requested service: Multi-year endowment optimization review - Focus on underutilized endowments - Deliver strategic recommendations for optimization - Required expertise: - Trust law and endowment management - Business and corporate management consultation - Legal services, business law, and banking/investment (as indicated by UNSPSC codes) - Contract duration: Seven months - Procurement method: Competitive open bidding under the Canadian Free Trade Agreement (CFTA) - Notable requirements: - Risk-aware assessment of endowment portfolio - Contractor must demonstrate relevant experience in legal and investment advisory services
Description
The University of Alberta is seeking proposals for a comprehensive review of its endowment portfolio. The review aims to assess underutilized endowments and provide strategic recommendations. The contract duration is 7 months starting from September 28, 2026. The procurement method is competitive open bidding under the Canadian Free Trade Agreement (CFTA).