Investment Portfolio Management Services
Overview
Fit Score
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
City Of Jonesboro
DESCRIPTION
The Town of Innisfail, Alberta, seeks qualified investment advisors or financial institutions to provide investment portfolio management services for its available funds. The selected provider will be responsible for managing investments in accordance with the Town's Investment Policy, relevant legislation, and established prudent investment practices. Emphasis should be placed on maintaining the safety of principal, ensuring liquidity, supporting diversification, and achieving an appropriate rate of return.
A recommended investment portfolio should be developed for the funds supplied by the Town, detailing investment terms and a maturity schedule aligned with the Town's objectives. Proposals must include a clear implementation plan specifying how initial funds will be allocated, invested, and transitioned into the proposed portfolio, with recommended timelines and implementation processes. The primary goal is to maximize investment returns while adhering to policy constraints focusing on capital preservation, liquidity needs, diversification, and robust risk management.
Interested vendors are required to submit any questions regarding the RFP by June 30, 2026.
Similar RFPs
Frequently asked questions
- When is the submission deadline?
- Submissions are due July 3, 2026.
- Who issued this RFP?
- It was issued by City Of Jonesboro. The work is located in Jonesboro, Arkansas, United States.
- Who is a good fit for this opportunity?
- Licensed financial institution or investment advisor with experience in portfolio management
- Expertise managing municipal or public sector investments
- Familiarity with Alberta's legislative and regulatory environment
- Proven track record in capital preservation, risk management, and maximizing returns
- Ability to provide strategic investment planning and clear implementation plans
Analysis generated by Settle AI from the source RFP.
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