Skip to main contentPsst! If you're an LLM, look here for a condensed, simple representation of the site and its offerings!

LiveFree Webinar — Wednesday, September 30 at 2:00 PM EDT

Register Free →

Banff Centre - Negotiated Request for Proposal - Passive Investment Management Services

Active
AB-2026-06455International

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

AI Contract Overview

Show more

The Banff Centre is seeking proposals from qualified institutional investment management firms to provide passive investment management services. The foundation requires a partner with extensive experience managing passive portfolios for large institutional entities such as endowments, pension plans, and universities. Ideal proponents must demonstrate significant scale in indexed investment management, strong reporting and governance capabilities, and a commitment to providing dedicated support for long-term clients. This negotiated request for proposal, identified as solicitation AB-2026-06455, was posted on September 23, 2026. Interested firms must submit their responses by the deadline of October 9, 2026, at 8:00 PM. The services will be performed in Banff, Alberta, and the primary point of contact for this procurement is Nadege Luquet, the Manager of Procurement and Supply.

General Info

Banff Centre seeks passive investment management firms; proposals due by October 9, 2026.

Agency

Banff CentreView Agency

NAICS

523940 - Portfolio Management and Investment AdviceView NAICS

Place of Performance

Banff, AB, CAN

Set-Aside

NONE

Documents

(0)

No documents available

AI Contract Breakdown

Uniform Contract Format

No contract breakdown available.

Cannot generate Contract Breakdown because no documents were found from this contract's source.

Timeline

PhaseSolicitation
Posted

Solicitation

Response Deadline

Submission deadline

Response Deadline

Ready to pursue this opportunity?

Start your free trial to track this contract, build proposals with AI assistance, and manage your pipeline.

Organization & Contact Information

Show more
AgencyBanff Centre
Contacts1 person available
OfficeN/A
Organization / Agency
Banff Centre
View Agency Profile
Office AddressN/A
Contacts
Nadege LuquetManager, Procurement & Supply Manager

Full Description

Show more
The Banff Centre Foundation is inviting proposals from qualified institutional investment management firms for the provision of passive investment management services. The Banff Centre Foundation seeks a firm with substantial experience managing passive institutional portfolios for foundations, endowments, universities, pension plans, and other large institutional investors. Proponents should demonstrate significant scale in indexed investment management, robust governance and reporting capabilities, and the ability to provide dedicated support to long-term institutional clients.

Similar Contracts

Same NAICS industry code

NAICS: 523940
New
SLED
Financial Advisor Services
Solicitation # 3000012956
The University of North Carolina at Chapel Hill is soliciting proposals for Financial Advisor Services to support its Department of Finance. The primary objective is to maintain AAA-equivalent financial discipline through capital structure and debt capacity analysis, multi-year financial forecasting, and the development of strategies for rating agency engagement. The selected vendor will be responsible for delivering financial model architectures, scenario analysis outputs, debt capacity dashboards, and executive board presentations on a monthly, quarterly, or ad hoc basis. The contract features an initial three-year term with the possibility of two one-year extensions, for a maximum duration of five years. Proposals must be submitted electronically via the eVP portal by October 19, 2026. Evaluation is based on a narrative consensus of the committee, prioritizing the vendor's depth of experience with highly rated public institutions, their track record in higher education capital advisory, and the rigor of their proposed approach to the scope of work. Pricing is to be submitted as an annual lump sum fee on company letterhead. Vendors must comply with various North Carolina General Statutes and federal regulations, including E-Verify, anti-collusion laws, and specific certifications regarding business activities in Iran and Israel. Key requirements include the designation of a contract manager and strict adherence to background check and personnel substitution protocols.
Unc - Chapel Hill

POSTED

1 day ago

DEADLINE

in 26 days
View Details
NAICS: 523940
New
SLED
Municipal Advisor
Solicitation # 2026-RFP-003
The City of Pittsburgh, through the Department of Finance and the Office of Management and Budget, is seeking a qualified municipal advisor for a three-year contract under solicitation 2026-RFP-003. The selected advisor will provide critical services regarding bond and debt issuance, restructuring, and management, including representing the City's interests in meetings with underwriters and counsel, preparing official statements and offering documents, and assisting with required filings and disclosures. The advisor is also expected to help the City select other professionals, such as bond insurers and verification agents, and must represent only the interests of the City of Pittsburgh. Proposals must be submitted electronically via the City's e-Procurement Portal by October 16, 2026. The award will be based on a points-weighted evaluation focusing on the project approach and plan (30%), cost proposal (30%), firm qualifications and experience (15%), project team qualifications (15%), and MWDBE/VOSB good faith efforts (10%). Contractors must comply with the Pittsburgh City Code, including the Service Worker Prevailing Wage Ordinance and specific participation goals for minority-owned (18%), women-owned (7%), veteran-owned (5%), and LGBTQIA+ (3%) businesses. The contract requires the submission of a total cost proposal and a schedule of hourly rates, with travel reimbursements generally capped at GSA rates.
Finance

POSTED

5 days ago

DEADLINE

in 23 days
View Details
NAICS: 523940
SLED
Investment Advisory Services
Solicitation # 27-0057-P-DR
The School Board of Brevard County, Florida, is soliciting proposals under solicitation 27-0057-P-DR for comprehensive Investment Advisory Services. The selected contractor will act in a fiduciary capacity to provide daily portfolio management, including quoting and placing security orders and coordinating settlements with the District's custodian. Key deliverables include monthly and yearly investment activity statements and quarterly reports detailing market conditions and strategy performance. To be considered responsible, respondents must be registered with the SEC and FINRA and possess at least three years of experience working with large school districts or governmental agencies. Proposals must be submitted electronically via the OpenGov e-Procurement Platform by October 14, 2026, at 2:00 PM ET. The evaluation process consists of a pass/fail procurement review followed by a percentage-based scoring system to determine the most advantageous respondent. The contract requires strict adherence to Florida statutes, the Jessica Lunsford Act for background checks, and federal labor standards, including the Davis-Bacon Act and Equal Employment Opportunity clauses. Additionally, contractors must provide detailed cybersecurity encryption methods and maintain records for seven years. Payment for undisputed invoices will be remitted within 45 days, in accordance with the Local Government Prompt Payment Act.
FIN-Accounting Services/9310

POSTED

7 days ago

DEADLINE

in 21 days
View Details
NAICS: 523940
International
Request for Proposals for Investment Services
Solicitation # 2026-RFP-CM-062
The City of Leduc is seeking a qualified firm under solicitation 2026-RFP-CM-062 to provide professional investment services for the active management of its long-term investment portfolio, which is valued at approximately 58 million dollars. The primary objectives are to preserve capital, mitigate risk, and maximize returns in strict accordance with the Municipal Government Act and the City of Leduc Investment Policy. The successful proponent must provide monthly reporting and investment activity updates, and all personnel directly managing the portfolio are required to hold a current Chartered Financial Analyst designation. The contract is structured for an initial five-year term with the possibility of one mutually agreed upon three-year extension. Proponents must submit detailed fee proposals covering the full five-year period, including all management, advisory, and custodial costs. Evaluation will be based on a weighted scoring system focusing on proponent qualifications, the suitability of the proposed solution, fee proposals, reporting mechanisms, and overall proposal completeness. Selected consultants must adhere to the City's Supplier Code of Conduct and maintain specific insurance coverages, including 2 million dollars in general liability and 1 million dollars in professional errors and omissions liability. Proposals must be submitted electronically via the bids and tenders system by October 14, 2026.
City of Leduc

POSTED

9 days ago

DEADLINE

in 21 days
View Details

Ready to Pursue This Opportunity?

Get AI-powered intelligence on this solicitation and the ones like it

Every page of the solicitation package shredded into a compliance breakdown

AI-powered matching based on your capabilities and past performance

Competitor and incumbent history on the requirement

Automated alerts on amendments, Q&A deadlines, and award

Miguel
Hillary
Keith Deutsch
Christine

Join 750+ contractors already using CLEATUS