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 16 at 2:00 PM EDT

Register Free →

City of Leduc - Request for Proposal - Request for Proposals for Investment Services

Active
AB-2026-06285International

Contract Overview

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

AI Contract Overview

Show more

The City of Leduc is seeking formal proposals from qualified proponents to provide professional investment services for the active management of its long-term investment portfolio. This solicitation, identified as AB-2026-06285, aims to secure an expert partner capable of overseeing the city's financial assets to ensure optimal growth and stability. Interested parties must submit their responses by the deadline of October 14, 2026, at 8:00 PM. Detailed RFP documents are accessible via the City of Leduc bids and tenders portal, and inquiries regarding the procurement process should be directed to the Procurement Officer, Kari Resvick.

General Info

City of Leduc seeks professional investment services for long-term portfolio management by October 14, 2026.

Agency

City of LeducView Agency

NAICS

523940 - Portfolio Management and Investment AdviceView NAICS

Place of Performance

Leduc, 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
AgencyCity of Leduc
Contacts1 person available
OfficeN/A
Organization / Agency
City of Leduc
View Agency Profile
Office AddressN/A
Contacts
Kari ResvickProcurement Officer

Full Description

Show more
The City of Leduc invites Proponents to submit a formal proposal in response to this Request for Proposals for Investment Services to actively manage its long-term investment portfolio.
RFP documents are available for viewing / download through the City's bids&tenders site. https://leduc.bidsandtenders.ca/

Similar Contracts

Same NAICS industry code

NAICS: 523940
SLED
RFP270183 Active US Aggregate Core Plus Fixed Income Investment Management Services
Solicitation # RFP270183
The Ohio Bureau of Workers’ Compensation (BWC) is seeking multiple investment managers to provide Active U.S. Aggregate Core Plus Fixed Income Investment Management Services for the State Insurance Fund. The target allocation for this mandate is approximately 33% of the fund, totaling roughly $6.9 billion. Selected managers will be expected to achieve capital appreciation and outperform the Bloomberg U.S. Aggregate Index and peer group medians over three, five, and ten-year periods. Portfolios must consist of U.S. dollar denominated securities eligible for the benchmark index, with plus sectors such as high yield and emerging markets generally limited to 30% of the portfolio. To qualify, firms must be SEC-registered investment advisors or regulated national banks with at least $25 billion in total firm assets under management and $20 billion in total fixed income assets. Additionally, they must demonstrate at least $3 billion in the specific proposed strategy, $500 million in a single separately managed account, and seven years of performance history against the benchmark. The contract features an initial five-year term with the option for unlimited five-year renewals at the BWC's discretion. Proposals must be submitted in sealed three-ring binders, including one original, two hard copies, and one electronic PDF version on a USB drive, by September 24, 2026, at 2:00 PM ET.
Bur Of Workers' Compensation

POSTED

15 days ago

DEADLINE

in 8 days
View Details
NAICS: 523940
SLED
Active U.S. Aggregate Core Plus Fixed Income Investment Management Services
Solicitation # RFP270183
The Ohio Bureau of Workers’ Compensation (BWC) is seeking to contract with multiple investment managers to provide Active U.S. Aggregate Core Plus Fixed Income Investment Management Services for the State Insurance Fund. The target allocation for this strategy is approximately 33% of the fund, valued at roughly 6.9 billion dollars. The primary objective is to achieve capital appreciation and outperform the Bloomberg U.S. Aggregate Index and peer group manager total return medians over three, five, and ten-year periods, net of fees. The contract features an initial five-year term with the option for additional five-year renewals at the sole discretion of the BWC. To qualify, managers must be SEC-registered or regulated national banks with significant assets under management, including at least 25 billion dollars in firm AUM, 20 billion dollars in total fixed income AUM, and 3 billion dollars in the specific proposed strategy. Additionally, firms must demonstrate at least seven years of performance history against the Bloomberg US Aggregate Index and assign a lead portfolio manager with at least three years of relevant experience. Selected managers must act as fiduciaries, adhere to the BWC Investment Policy Statement, and provide monthly performance reports and electronic trading transmissions to the designated sub-custodian and master record-keeper. Proposals must be submitted in sealed three-ring binders to the BWC Procurement Department in Columbus, Ohio, by September 24, 2026. The selection process is based on best value, and BWC reserves the right to negotiate fees with finalist candidates. Awardees must comply with various state and federal certifications, including non-discrimination laws, anti-boycotting agreements regarding jurisdictions like Israel, and prohibitions on the use of public funds for offshore services in Russia. Payment will be handled via electronic fund transfers generally within thirty calendar days of invoice receipt.
Bur Of Workers' Compensation

POSTED

16 days ago

DEADLINE

in 8 days
View Details
NAICS: 523940
SLED
RFP 27-009 Financial Advisor Services
Solicitation # 27-009
The County of Dona Ana, New Mexico, is soliciting proposals under RFP 27-009 for a professional financial advisor to serve as an independent consultant on debt financing projects. The selected advisor will manage bond financing processes and negotiate alternatives for revenue bonds, general obligation bonds, public improvement districts, debt refinancing, and countrywide investment policies. Services are provided on a task order basis, with the initial contract term running from the date of award until June 30, 2020, and including an option for three additional one-year renewals for a total duration not to exceed four years. Proposals must be submitted electronically via the County's Workday Strategic Sourcing website by 2:00 p.m. MST on September 28, 2026. Award decisions are based on qualifications-based competitive sealed proposals, evaluating the offeror's response to the scope of work, the financing team's experience with New Mexico public finance and local government debt issuance, and cost. Preference points are available for certified New Mexico resident businesses and resident veteran businesses with annual gross revenues up to 3 million dollars. The contractor must adhere to strict compliance standards, including the Americans with Disabilities Act, Title VI of the Civil Rights Act of 1964, and various state and federal non-discrimination laws. Required submission documents include a cover letter, narrative response, cost proposal, references, and several disclosure forms regarding campaign contributions, related parties, debarment, and non-collusion. Payment is processed via ACH, and the contract is contingent upon the allocation of sufficient county appropriations.
County of Dona Ana

POSTED

20 days ago

DEADLINE

in 13 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