Investment consulting - public trustee
This tender is from the country of Canada in Americas region. The tender was published by SENIORS COMMUNITY AND SOCIAL SERVICES on 26 Mar 2025 for Request for Proposal Investment consulting - public trustee 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. The last date to submit your bid for this tender was 04 Apr 2025. This tender is for the companies specializing in consultancy services and similar sectors.
*The deadline for this tender has passed.
Tender Organisation:
SENIORS COMMUNITY AND SOCIAL SERVICES
Tender Sector:
Tender Service:
Worldwide
Tender Region:
Tender Country:
Tender CPV:
79416202 : consultancy services
Tender Document Type:
Tender Notice
Tender Description:
Request for Proposal Investment consulting - public trustee 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
Tender Bidding Type:
Tender Notice No:
Tender Document:
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- 15 Days to go
- More than 15 days to go
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