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BANKING-1789 - Canada (Regina, Saskatchewan) - Investment Advisory Services - Deadline November 6,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: BANKING-1789

Government Authority located in Regina, Saskatchewan; Canada based organization looking for expert vendor for investment advisory services.

[A] Budget: Looking for proposal

[B] Scope of Service:

(1) Vendor needs to provide investment advisory services to the government authority located in Regina, SK.
Phase 1:
1.Research Canadian municipal, and other public sector organizations to establish best practice report and recommendations;
2.Review city investment objectives, principles, policy and guidelines and make recommendations as appropriate;
3.Present investment governance options and make recommendations for changes to the current governance structure as appropriate;
4.Evaluate city cash flow management practices and make recommendations for changes as appropriate;
5.Evaluate performance measures and make recommendations for changes as appropriate;
6.Assist with procurement process to acquire an investment manager, investment company, and/or custodian based on approved recommendations should this be found to be in the best option; and
7.Assist the city in the review process and selection of an investment manager, investment company, and/or investment custodian.
Phase 2:
consists of Institutional Investment Advisory services which includes the support of the city investment team to implement, and make prudent investment decisions. Quarterly reports to the executive leadership team, and city council is included in this when required.
(2) All questions must be submitted no later than October 23, 2019.

[C] Eligibility:

- Onshore (Canada Only);

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location.

Expiry Date : Wednesday, 6 November, 2019

Question Answer Deadline : Wednesday, 23 October, 2019

Category : Banking Services

Country : Canada

State : Saskatchewan

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