Investment Management Services
Location:
Essex, Ontario, Canada
Posted on:
Deadline:
Summary:
The Town of Essex, Ontario is seeking a financial institution to deliver comprehensive investment management services, including annual portfolio reporting and access to a broad financial network.
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The government authority in Essex, Ontario seeks a qualified vendor to provide investment management services. Financial institutions are invited to submit proposals that may include innovative ideas, alternate solutions, additional features, and enhancements to optimize the town’s investment portfolio.
The successful vendor must be an independent Canadian entity or a controlled public corporation with access to a large network of financial institutions and deposit options. Annual financial statements detailing the investment portfolio are required to ensure transparency and proper reporting. All questions regarding this RFP must be submitted by March 19, 2026.
The authority reserves the right to use concepts and features presented in proposals, whether or not they are selected.
Best-fit vendors:
• Established Canadian financial institution or controlled public corporation
• Experience managing municipal investment portfolios
• Demonstrated access to a broad network of financial institutions and deposit products
• Capability to produce comprehensive annual financial statements
