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A government agency in Alberta issued “Investment Management Services” (RFP). Solicitation BANK-0180 closed on October 13, 2025. Eligibility: Only for Canada Organization.
The Vendor is required to provide the town with investment management services.
- Services include:
• Independent state and controlled public corporation;
• Access to a large network of financial institutions and deposit options;
• Access to socially responsible investment options and impact GICS;
• Produce fully audited financial statements on a quarterly basis;
• Minimum market capitalization of $500 million;
• Advisory team with minimum size of ten;
• Members of team with meaningful designations;
• Advisory team minimum assets under management of $2 billion;
• Members in good standing with the responsible investment association (ria);
• Diversity and inclusion within the advisory team;
• High privacy and confidentiality standards and client information is not shared on us servers.
- Breadth of Investment Options
• Treasury Bills
• Banker’s Acceptances
• Bearer Deposit Notes
• Commercial Paper
• Credit Union Guaranteed Investment Certificates
• Bank Guaranteed Investment Certificates
• IMPACT GICs
• High Interest Savings Accounts
• Structured Notes
• Step Up Bonds
• Government Bonds
• Investment Grade Corporate Bonds
• Green Bonds
• Foreign Exchange
• Market Research
• Annual Portfolio Reviews.
- Questions/Inquires Deadline: September 29, 2025
Ask any question about the RFP and its amendments. Instantly surface schedules, deliverables, compliance items, evaluation criteria, and budget details with 100% source-backed answers.
Quick answers about deadlines, eligibility and submission for this solicitation.
No. This opportunity (BANK-0180) closed on October 13, 2025. See similar open RFPs below.
A government agency in Alberta. The buyer's contact and submission details are in the solicitation documents.
Only for Canada Organization.
Questions and inquiries must be submitted by September 29, 2025.
Yes. After purchase, with a subscription or during a free trial, the RFPPlanet AI Assistant answers questions sourced from this RFP’s documents, such as requirements, evaluation criteria and key dates.
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