A government agency in Manitoba issued “Investment Monitoring and Advisement Services” (RFP). Solicitation BANK-0365 closed on June 19, 2026. Eligibility: Only for Canada Organization. Submissions via Online Portal.
The Vendor is required to provide investment monitoring and advisement services for include:
• Preparation of performance monitoring reports, including:
• Reporting to college on management of the fund assets
• Detailed quantitative analysis conducted at both the total fund and individual manager and mandate level.
• Assessment of performance against performance objectives outlined in the college investment policy statement.
• Relative performance comparison against a broad universe of comparable strategies and investment managers
• Qualitative assessment and commentary on the performance of investments, managers, and the broader economy
• Quarterly review of asset mix along with proposed rebalancing actions required to ensure compliance with the investment policy statement and rebalancing procedures document.
• Assistance in drafting communications to investment managers and custodians required to facilitate rebalancing activities
• Annual investment policy review, highlighting areas for further consideration
• Attendance at virtual college investment committee meetings to present performance monitoring reports
• Correspondence with college investment committee and service providers related to performance reviews.
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Quick answers about deadlines, eligibility and submission for this solicitation.
No. This opportunity (BANK-0365) closed on June 19, 2026. See similar open RFPs below.
A government agency in Manitoba. The buyer's contact and submission details are in the solicitation documents.
Only for Canada Organization.
Submissions are accepted via Online Portal. Follow the instructions in the solicitation documents.
Contract term: 3 years.
Questions and inquiries must be submitted by June 8, 2026.
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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