AI Overview

Seeking qualified investment advisory firms to provide non-discretionary management of ARMA's investment portfolio consisting of money market securities, guaranteed investment certificates, bonds, and Canadian and global equities.

Basic Information

Reference Number

00004837505

Issuing Organization

Alberta Recycling Management Authority

Solicitation Type

NRFP - Negotiated Request for Proposal (Formal)

Solicitation Number

AB-2025-07845

Title

Investment Advisory Services

Source ID

SCRIBE

Details

Location

Alberta

Purchase Type

Not Stated

Dates

Publication

2025/12/22 01:22:00 PM EST

Closing Date

2026/02/02 06:00:00 PM EST

Contact Information

Raji Kaur Sandhu

procurement@albertarecycling.ca

Description

The Alberta Recycling Management Authority (“ARMA”) is accepting proposals, through the process of Request for Proposal, qualified investment advisory firms to assist with the management and performance of the ARMA’s Investment Portfolio by providing non-discretionary management of the portfolio. ARMA’s short-term investments consist of money market securities, guaranteed investment certificates and bonds while the long-term investments consist of bonds and fixed income and Canadian and global equities. ARMA follows the policy of recording at market value, which can generate unrealized gains and losses on investments. The portfolio is held primarily for trading purposes. The portfolio is managed by third-party investment managers and is subject to an investment policy set by ARMA’s Board of Directors with the main objective of capital preservation.

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.