CanadaBuys #AB-2026-06455

Banff Centre Foundation Passive Investment Management Services RFP

This opportunity is for institutional investment management firms to provide passive investment management services to the Banff Centre Foundation in Alberta, Canada. - Government buyer: - Banff Centre Foundation (Canadian institution) - Scope of services: - Passive investment management for institutional portfolios - Focus on indexed investment management - Governance and reporting requirements - Dedicated support for long-term institutional clients - Requirements: - Firms must have substantial experience managing passive portfolios for foundations, endowments, universities, pension plans, and other large institutional investors - Demonstrated scale and expertise in indexed investment management - Robust governance and reporting capabilities - Procurement details: - Competitive open bidding process - Governed by Canada-European Union Comprehensive Economic and Trade Agreement (CETA) - No specific OEMs or vendors are named in the notice - Contract duration is 11 months

Description

The Banff Centre Foundation is seeking proposals from qualified institutional investment management firms to provide passive investment management services. The firm should have extensive experience managing passive institutional portfolios for entities such as foundations, endowments, universities, and pension plans. Proponents must demonstrate significant scale in indexed investment management, strong governance and reporting capabilities, and the ability to support long-term institutional clients. The contract duration is 11 months, starting on October 23, 2026. The procurement method is competitive open bidding under the Canada-European Union Comprehensive Economic and Trade Agreement (CETA).

View original listing