Investment Consulting Services
Overview
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
Issue Date of RFP: July 6th, 2026
Deadline for Questions: July 15th, 2026
Deadline for Issuing Addenda: July 22nd, 2026
Submission Deadline: August 7th, 2026
Anticipated Ranking of Proponents to Shortlist: Week of August 24th, 2026
Presentations from Shortlisted Proponents: Week of August 31st, 2026
Audit & Investment Committee Recommendation: September 23rd, 2026
Board Approval: October 9th, 2026
Anticipated Execution of Agreement: October 31st, 2026
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Trent University
DESCRIPTION
A government authority in Peterborough, Ontario is seeking a vendor to provide investment consulting services to support the management of the University's Endowment Fund and Endowment Lands Fund.
The selected consultant will assist with a major review of the current investment strategy and the development of a responsible investing policy, disclosure policy and procedures, and an annual report. The scope also includes investment performance monitoring, investment manager monitoring and searches, asset allocation modelling studies, responsible investing support, other analyses, and related research and education.
All questions are due no later than July 15, 2026.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due August 7, 2026. Questions must be submitted by July 15, 2026.
- Who issued this RFP?
- It was issued by Trent University. The work is located in Peterborough, Ontario, Canada.
- Who is a good fit for this opportunity?
- Institutional investment consulting firm with endowment and foundation advisory experience
- Expertise in asset allocation, investment strategy review, and performance monitoring
- Experience conducting investment manager searches and ongoing manager oversight
- Capability in responsible investing policy development and disclosure frameworks
- Familiarity with higher education or public sector investment governance
- Strong research and education support for boards, committees, or finance leadership
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.