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Investment Reporting & Performance Analytics

Active
International

Contract Overview

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

General Info

Agency

City of LeducView Agency

NAICS

541611 - Administrative Management and General Management Consulting ServicesView NAICS

Place of Performance

CAN

Set-Aside

NONE

Documents

This scope was carved out of 2026-RFP-CM-062.

The full solicitation package (4 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Request for Proposals for Investment Services

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Organization & Contact Information

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AgencyCity of Leduc
ContactsNo contacts available
OfficeN/A
Organization / Agency
City of Leduc
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Office AddressN/A
ContactsNo contact information available

Full Description

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Performs data aggregation and analysis for monthly reporting for prime contractors on City of Leduc municipal projects. Aggregates portfolio data, calculates returns against benchmarks, and generates monthly investment activity updates using portfolio management software such as Bloomberg or Morningstar. Requires GIPS compliance. Delivers monthly reporting and investment activity updates.

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Same NAICS industry code

NAICS: 541611
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Albert A. Webb Associates

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about 6 hours ago

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in 12 days
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More opportunities from City of Leduc

Same awarding agency

NAICS: 523940
New
International
Request for Proposals for Investment Services
Solicitation # 2026-RFP-CM-062
The City of Leduc has issued Request for Proposals 2026-RFP-CM-062 for professional investment services to actively manage its long-term investment portfolio, which is currently valued at approximately $58 million. The primary objective is to preserve capital, mitigate risk, and maximize investment returns in strict accordance with the Municipal Government Act and the City of Leduc Investment Policy. The selected firm will be responsible for providing sound investment advice, monthly reporting, and investment activity updates. A critical requirement for this engagement is that all personnel directly managing the portfolio must hold a current and valid Chartered Financial Analyst (CFA) designation, and the firm must accept co-fiduciary responsibility. The contract is structured for an initial five-year term, with the possibility of one three-year extension upon mutual agreement. Proposals will be evaluated using a weighted scoring system, with the highest emphasis placed on proponent qualifications (40 points), followed by the suitability of the proposed solution (20 points), the fee proposal (15 points), measuring and reporting mechanisms (15 points), and overall proposal completeness (10 points). Proponents must submit a detailed fee breakdown covering the full five-year term, including all advisory, management, transaction, and custodial costs. Successful consultants must also maintain specific insurance coverages, including $2,000,000 in general liability and $1,000,000 in professional errors and omissions liability. All submissions must be made electronically via the bids&tenders system by the deadline of October 14, 2026, at 2:00 p.m. Alberta Time.
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