Investment Management Services

Overview

Financial, Legal, HR & Staffing

Calgary, Alberta, CanadaPosted 4 days agoDeadline: May 25th, 2026

Fit Score

Settle Intelligence

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SUMMARY

Alberta seeks an investment manager to oversee a diversified government portfolio with strict risk management and capital growth focus.

KEY REQUIREMENTS

Must be a qualified investment management firm
Must demonstrate experience managing portfolios within a governance-driven, not-for-profit environment
Must have the ability to operate within and contribute to the refinement of the Foundation’s investment policy
Must adhere to an established Investment Policy Statement prohibiting leverage and speculative derivatives

BUDGET

Estimate

$50,000 – $250,000

CONTRACT DURATION

60 months

TIMELINE

Publication Date: May 4th, 2026

Question Acceptance Deadline: May 15th, 2026

Closing Date: May 25th, 2026

Contract Term Start: June 30th, 2026

Contract Term End: June 30th, 2031

QUESTION DEADLINE

May 15th, 2026

Issuing Agency

Heritage Park Foundation

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

The government authority in Alberta is seeking a provider for investment management services to oversee a diversified investment portfolio. The selected firm will act as a disciplined, long-term investment manager tasked with ensuring capital preservation, fostering sustainable growth, and supporting annual distributions within an endowment-style framework.

The managed portfolio features cash, fixed income, and global equities, with a primary focus on liquidity and risk management. Oversight will be governed by an established investment policy statement that details asset allocation ranges and explicitly prohibits higher-risk strategies such as leverage and speculative derivatives. The contract period will span four years, and all vendor questions must be submitted before May 15, 2026.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.