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RFPopen🌐 Alberta (APC)AB-2026-06176

Investment Advisory and Management Services

Southern Alberta Institute of Technology

Description

SAIT is seeking an external Investment Advisory firm to provide professional investment advisory and related support services to the Institute in accordance with SAIT’s Investment Policy Statement (“IPS”), governance framework, and applicable legislative and regulatory requirements. The selected Proponent will support SAIT in developing and maintaining an appropriate investment strategy that reflects the Institute’s risk and return objectives, liquidity needs, capital and debt considerations, and long-term financial sustainability.

Details

Posted
Sep 8, 2026
Response deadline
Oct 9, 2026, 8:00 PM UTC (24d)
Type
RFP
Category
SRV
Status
open
Buyer
Southern Alberta Institute of Technology
Jurisdiction
Alberta (APC)
Location
Alberta
Reference #
AB-2026-06176
Has Description
true
Status Order
2
@Search Score
1
Commodity Codes
84000000, 84120000, 84121700, 84121706
Agreement Type Code
TA-01
Ai Version Keywords
investment advisory, investment management, financial services, investment strategy, risk management, liquidity needs, capital considerations, debt management, financial sustainability, proposal submi
Project Description
SAIT is seeking an external Investment Advisory firm to provide professional investment advisory and related support services to the Institute in accordance with SAIT’s Investment Policy Statement (“I
Solicitation Number
RFP-1142
Commodity Code Titles
Financial and Insurance Services, Banking and investment, Investment advice, Financial asset management service
Opportunity Type Code
OPEN-COMPETITIVE
Question Submission Details
All inquiries should be submitted via the Bonfire portal.
Other
Amended: false

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