RFPopen🌐 Alberta (APC)AB-2026-04310
Town of Innisfail Seeks Proposals for Investment Portfolio Management Services
Town of Innisfail
Description
The Town of Innisfail is seeking proposals from qualified investment advisors or financial institutions to provide investment portfolio management services for the Town's available funds. The objective is to ensure investments are managed in accordance with the Town's Investment Policy, applicable legislation, and prudent investment practices while maintaining safety of principal, liquidity, diversification, and an appropriate rate of return.
Details?
- Posted
- Jun 8, 2026
- Response deadline
- Jul 3, 2026, 10:00 PM UTC
- Type
- RFP
- Category
- SRV
- Status
- open
- Buyer
- Town of Innisfail
- Jurisdiction
- Alberta (APC)
- Location
- Alberta
- Reference #
- AB-2026-04310
- Status Order
- 2
- @Search Score
- 1
- Commodity Codes
- 84000000, 84120000, 84121700, 84121701, 84121703, 84121704
- Agreement Type Code
- TA-01
- Ai Version Keywords
- town of innisfail, investment portfolio management, investment advisors, financial institutions, proposals, request for proposal, investment policy, prudent investment practices, safety of principal,
- Submission Details
- Closing Time and Address for Proposal Delivery The submission shall be sealed and labeled with the Proponent’s name, RFP title and number. Submissions will only be received by electronic mail. E-m
- Project Description
- The Town of Innisfail is seeking proposals from qualified investment advisors or financial institutions to provide investment portfolio management services for the Town's available funds. The objectiv
- Solicitation Number
- 2026-06-08-001
- Commodity Code Titles
- Financial and Insurance Services, Banking and investment, Investment advice, Investment advisers, Investment analysis, Investment agreements
- Opportunity Type Code
- OPEN-COMPETITIVE
- Question Submission Details
- All inquiries related to this RFP should be directed in writing to the person named below (the “Town Representative”). Information obtained from any person or source other than the Town Representati
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