Investment Management Services
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
KEY REQUIREMENTS
BUDGET
EstimateCONTRACT DURATION
TIMELINE
Date of Issue: March 3rd, 2026
Requests for Clarification Due: March 19th, 2026
Proposal Closing Date and Time: March 25th, 2026 at 3:00:00 PM Local Time
Initial Contract Term Start: May 1st, 2026
Initial Contract Term End: April 30th, 2027
Final Possible Contract Term End: April 30th, 2031
QUESTION DEADLINE
Issuing Agency
The Corporation of the Town of Essex
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
The government authority in Essex, Ontario seeks a qualified vendor to provide investment management services. Financial institutions are invited to submit proposals that may include innovative ideas, alternate solutions, additional features, and enhancements to optimize the town’s investment portfolio.
The successful vendor must be an independent Canadian entity or a controlled public corporation with access to a large network of financial institutions and deposit options. Annual financial statements detailing the investment portfolio are required to ensure transparency and proper reporting. All questions regarding this RFP must be submitted by March 19, 2026.
The authority reserves the right to use concepts and features presented in proposals, whether or not they are selected.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.