Southern Alberta Institute of Technology · Alberta Purchasing

Closed

Tender: Investment Advisory and Management Services for SAIT

Released about 2 months ago

Closed09 Oct 2026

Est. valueEstimate$45K to $730K

LocationAlberta

AgencySouthern Alberta Institute of Technology

SourceAlberta Purchasing

CategoryFinance & Insurance

ReferenceRFP-1142

Submissions closedClosed Fri, 9 Oct 2026

About

SAIT is seeking an external investment advisory firm to provide professional investment advisory and related support services in accordance with SAIT’s Investment Policy Statement, governance framework, and applicable legislative and regulatory requirements. The selected proponent will support SAIT in developing and maintaining an investment strategy that reflects the Institute’s risk and return objectives, liquidity needs, capital and debt considerations, and long-term financial sustainability.

Insight

This opportunity is suitable for investment advisory firms experienced with institutional clients and developing asset allocation, liquidity and long-term funding strategies. Key considerations include strict adherence to SAIT’s Investment Policy Statement and governance framework, managing liquidity and capital/debt constraints, and meeting applicable legislative and regulatory requirements.

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Agency spend history

Southern Alberta Institute of Technology

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