Basic Information

Reference Number

00004456924

Issuing Organization

Seniors, Community and Social Services

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

AB-2025-02038

Title

Investment Consulting - Public Trustee

Source ID

SCRIBE

Details

Location

Alberta

Purchase Type

Not Stated

Dates

Publication

2025/03/12 11:24:00 AM EDT

Closing Date

2025/04/04 04:00:00 PM EDT

Contact Information

Johanna Looby

johanna.looby@gov.ab.ca

Description

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.

Disclaimer All amendments to the associated notice, including amended documents, plans and specifications (where applicable), are issued on purchasing.alberta.ca. MERX asks that you refer to the purchasing.alberta.ca notice for these amendments. MERX stipulates that potential bidders may also be required to register with the buying authority as a bidder/plan taker. The contact information can be found within the notice abstract.