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
DESCRIPTION
The government authority in Alberta is seeking a provider for investment management services to oversee a diversified investment portfolio. The selected firm will act as a disciplined, long-term investment manager tasked with ensuring capital preservation, fostering sustainable growth, and supporting annual distributions within an endowment-style framework.
The managed portfolio features cash, fixed income, and global equities, with a primary focus on liquidity and risk management. Oversight will be governed by an established investment policy statement that details asset allocation ranges and explicitly prohibits higher-risk strategies such as leverage and speculative derivatives. The contract period will span four years, and all vendor questions must be submitted before May 15, 2026.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.