CanadaBuys #AB-2026-06176

SAIT Request for Proposal for Investment Advisory and Management Services

Southern Alberta Institute of Technology (SAIT) is seeking proposals for professional investment advisory and management services. - Government Buyer: - Southern Alberta Institute of Technology (SAIT), a Canadian post-secondary institution - Scope of Services: - Provide investment advisory and related support services - Align services with SAIT's Investment Policy Statement and governance framework - Comply with all applicable legislative and regulatory requirements - Assist in developing and maintaining an investment strategy addressing: - Risk and return objectives - Liquidity needs - Capital and debt considerations - Long-term financial sustainability - Contract Details: - Estimated contract duration is 35 months - Procurement is open and competitive, governed by trade agreements such as CETA - OEMs and Vendors: - No specific OEMs or vendors are named in the notice - Unique Requirements: - Services must be tailored to SAIT's policy and governance - Must address both short-term and long-term financial objectives - Compliance with Canadian legislative and regulatory standards is mandatory

Description

The Southern Alberta Institute of Technology (SAIT) is seeking an external Investment Advisory firm to provide professional investment advisory and related support services. The services must align with SAIT's Investment Policy Statement, governance framework, and applicable legislative and regulatory requirements. The selected firm will assist in developing and maintaining an investment strategy that reflects SAIT's risk and return objectives, liquidity needs, capital and debt considerations, and long-term financial sustainability. The contract duration is estimated to be 35 months, starting from April 1, 2027.

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