This Solicitation opportunity from Banff Centre was posted on September 23, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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

Closed

AB-2026-06455International

Submission Closed10/09/2026, 08:00:00 PM UTC

Contract Overview

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

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NAICS: 523940

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Investment Advisory and Due Diligence ServicesThis subcontract for Investment Advisory and Due Diligence Services supports the State University of New York University-wide Benefits Office retirement plan projects. The selected provider will perform fiduciary investment oversight and due diligence for prime contractors, focusing on the evaluation of mutual funds, annuities, and investment managers. Key responsibilities include conducting performance analysis against benchmarks using specialized research platforms and software, as well as delivering formal recommendations and quarterly investment analysis reports. Qualified candidates must possess ERISA expertise and hold a fiduciary certification to ensure compliance and professional oversight. The solicitation was posted on October 28, 2026, with a response deadline of November 27, 2026. This opportunity falls under NAICS code 523940 and is designed to maintain the integrity and performance of the university retirement plan assets.

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Solicitation # 2140348

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PS- RFP for Investment Management Services & Custodianship for AL Peace Officers’ Annuity and Benefit Fund

Solicitation # SRC0000037379

The Alabama Peace Officers’ Annuity and Benefit Fund is soliciting proposals for investment management, consulting, and custodial services for a balanced portfolio valued at approximately 45 million dollars. The contract period runs from January 28, 2027, through September 30, 2028, with the option for two one-year renewal periods. The selected firm will be responsible for managing a portfolio consisting of 60 percent equities, 36 percent bonds, and 4 percent money market assets. Key performance goals include exceeding the average annual return of the Bloomberg A+ US Government/Credit Index for fixed income and the S&P Composite 1500 Stock Index for equities, with all individual fixed income securities maintaining a rating of A or better. Proposals must be submitted via Alabama Buys by November 16, 2026, at 4:30 PM CT. The evaluation process is based on five equally weighted categories: services offered, cost structure, experience, investment style, and the senior advisor's commitment to in-person attendance at monthly board meetings. Required documentation includes a proposal, statement of fees, minimum qualifications, a certificate of compliance, and a disclosure statement. Awardees must comply with the Beason-Hammon Alabama Taxpayer and Citizen Protection Act, provide proof of E-Verify enrollment, and maintain errors and omissions insurance. Compensation is paid quarterly in arrears based on the fair market value of the portfolio.

PEACE OFFICER ANNUITY &BENEFIT

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12 days ago

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in 9 days

AI Contract Overview

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 Centre

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

Banff, AB, CAN

Set-Aside

NONE

Documents

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Timeline

PhaseClosed

PostedSep 23

Solicitation

Response DeadlineOct 9

Deadline has passed

Submission Closed

10/09/2026, 08:00:00 PM UTC

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Organization & Contact Information

AgencyBanff Centre

Contacts1 person available

OfficeN/A

Organization / AgencyBanff Centre

Office AddressN/A

Contacts

Nadege LuquetManager, Procurement & Supply Manager

contact@example.gov

+1 (555) 000-0000

Full Description

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.

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