Investment Consulting - Public Trustee

Agency: Government of Alberta
State: Alberta
Type of Government: State & Local
NAICS Category:
  • 541611 - Administrative Management and General Management Consulting Services
  • 541618 - Other Management Consulting Services
Posted Date: Mar 11, 2025
Due Date: Apr 4, 2025
Solicitation No: AB-2025-02038
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Description

Open & competitive opportunity • Request for Proposal
Open
Seniors, Community and Social Services
The purpose of this RFP is to select a successful Proponent to enter into a Contract with the Province to provide expert, independent investment consulting services to the Public Trustee relating generally to management of the Common Fund. The Contractor’s Lead Consultant will be primarily responsible for the relationship with the Public Trustee. The Lead Consultant will be supported by an Account Team.
The investment consulting services are required, in particular, in the following areas:
•        assisting the Public Trustee in periodic reviews of investment objectives, strategies and policies for the Common Fund, as embodied in the SIP&G;
•        assisting the Public Trustee in reviewing and revising long-term objectives, policies and strategies regarding the interest rate paid on guaranteed accounts, management of the Common Fund surplus, and asset mix;
•        monitoring and reporting on portfolio and investment manager performance and compliance;
•        assisting the Public Trustee in evaluating proposals for investment manager as required.
APC Reference # AB-2025-02038
Category Services
Posting Date • Time Mar 11, 2025 • 6:07 pm (MT)
Closing Date • Time Apr 4, 2025 • 2:00:00 pm (MT)
Region(s) of Delivery Alberta
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