When is the submission deadline?

Submissions are due June 19, 2026. Questions must be submitted by June 8, 2026.

It was issued by Red River College Polytechnic. The work is located in Winnipeg, Manitoba, Canada.

Who is a good fit for this opportunity?

Experience providing investment monitoring and advisory services to public sector clients. Expertise in quantitative and qualitative investment analysis. Ability to support asset mix reviews and portfolio rebalancing. Strong track record with government or institutional investment clients. Presence in or willingness to serve Winnipeg, Manitoba.

Investment Monitoring and Advisement Services (Due June 19, 2026)

Overview

Financial, Legal, HR & Staffing

Winnipeg, Manitoba, CanadaPosted: May 23rd, 2026Deadline: June 19th, 2026

Fit Score

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SUMMARY

The government in Winnipeg, Manitoba requires quarterly investment performance monitoring, advisory, and support services, including rebalancing and communications with managers and custodians.

KEY REQUIREMENTS

Must have expertise and capacity to provide investment performance monitoring and advisory services
Must comply with The Workplace Safety and Health Act and regulations of Manitoba
Must abide by all RRC Polytech policies and regulations while on campus
Must maintain a Comprehensive General Liability Policy with a minimum limit of $5,000,000
Must be registered and in good standing with the Workers' Compensation Board of Manitoba
Must not have consulted with others to restrict competition
Must warrant no conflict of interest exists
Must provide three references from similar projects in the Canadian post-secondary sector

CONTRACT DURATION

36 months

TIMELINE

Release Submission to Vendors: May 22nd, 2026

Last date for receipt of specific questions: June 8th, 2026

Date by which RRC Polytech’s Representative will respond to questions: June 12th, 2026

Due date for submitting a Proposal: June 19th, 2026

Vendor Follow Up: July 8th–10th, 2026

Anticipated Final Ranking of Vendors: July 13th, 2026

Agreement to commence: August 15th, 2026

QUESTION DEADLINE

June 8th, 2026

Issuing Agency

Red River College Polytechnic

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

A government authority in Winnipeg, Manitoba is seeking vendors to provide comprehensive investment monitoring and advisement services. The scope includes quarterly monitoring of investment performance, along with detailed quantitative analysis at both the total fund and individual manager or mandate level. Services must cover comparative performance reporting relative to a broad universe of strategies and investment managers, as well as qualitative assessments of investment outcomes, manager performance, and relevant economic factors.

Vendors will also be responsible for quarterly reviews of asset mixes and proposing rebalancing actions to ensure adherence to the authority's investment policy statement and related guidelines. Additional tasks include assisting with communications to investment managers and custodians to implement required rebalancing, and providing a range of other investment services on a variable hourly rate basis.

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Frequently asked questions

When is the submission deadline?: Submissions are due June 19, 2026. Questions must be submitted by June 8, 2026.
Who issued this RFP?: It was issued by Red River College Polytechnic. The work is located in Winnipeg, Manitoba, Canada.
Who is a good fit for this opportunity?: Experience providing investment monitoring and advisory services to public sector clients
Expertise in quantitative and qualitative investment analysis
Ability to support asset mix reviews and portfolio rebalancing
Strong track record with government or institutional investment clients
Presence in or willingness to serve Winnipeg, Manitoba

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