Alberta Purchasing #RFP-1142

SAIT RFP for Investment Advisory and Management Services

SAIT, a Canadian post-secondary institution, is seeking external firms to provide investment advisory and management services. - Government buyer: - Southern Alberta Institute of Technology (SAIT) - Vendors and OEMs: - No specific OEMs or vendors named; open to qualified investment advisory firms - Products/services requested: - Professional investment advisory and related support services - Development and maintenance of investment strategy tailored to SAIT’s risk and return objectives - Asset management and support for banking and investment activities - Unique or notable requirements: - Compliance with SAIT’s Investment Policy Statement and governance framework - Adherence to relevant legislative and regulatory requirements - Submission through the Bonfire portal - NDA required for document access - Period of performance: - April 1, 2027 to March 31, 2030 - No specific product part numbers or quantities provided - Contract focuses on long-term financial sustainability and risk management

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 delivery period is from April 1, 2027, to March 31, 2030.

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