Investment Advisory and Management Services
| Location: | Alberta |
|---|---|
| Posted: | Sep 8, 2026 |
| Due: | Oct 9, 2026 |
| Agency: | Government of Alberta |
| Type of Government: | State & Local |
| Category: |
|
| Solicitation No: | AB-2026-06176 |
| Publication URL: | To access bid details, please log in. |
| Basic Information | |
| APC Reference # | AB-2026-06176 |
| Internal Reference # | RFP-1142 |
| Title | Investment Advisory and Management Services |
| Status | OPEN |
| Posting Type | OPEN-COMPETITIVE |
| Solicitation Type | RFP |
| Category | Services |
| Contracting Organization | Southern Alberta Institute of Technology |
| Posting Date & Time (MT) | 09/08/2026 04:00 PM |
| Closing Date & Time (MT) | 10/09/2026 02:00 PM |
| Region(s) of Delivery | Alberta |
| Estimated Contract Start Date | 04/01/2027 |
| Estimated Contract End Date | 03/31/2030 |
| Contact Person | Tony Krajnc |
| Contact Title | Team Lead |
| Contact Email | tony.krajnc@sait.ca |
| Contact Phone | (403) 284-8838 |
| Organization Address | 1301-16 Avenue NW, G101, EH Crandell Building, Calgary, Alberta, T2M 0L4, Canada |
| External Posting | https://sait.bonfirehub.ca/opportunities/111066 |
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.
Question Submission DetailsAll inquiries should be submitted via the Bonfire portal.
| UNSPSC Commodity Codes | ||
| Code | Description | Code Level |
| 84000000 | Financial and Insurance Services | Segment |
| 84120000 | Banking and investment | Family |
| 84121700 | Investment advice | Class |
| 84121706 | Financial asset management service | Commodity |
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