This Solicitation opportunity from Government of Canada was posted on May 26, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Top

SOLUTION INTÉGRÉE DE GESTION DU PORTEFEUILLE D’INVESTISSEMENTS ET DE PRÊTS

Closed

20127719International

Submission Closed06/23/2026, 04:00:00 PM UTC

Contract Overview

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

Active Opportunities Like This One

NAICS: 523940

New

SLED

RFP No. FIN-2610 - Investment Advisory Services

Solicitation # FIN-2610

The City of South Padre Island is soliciting proposals under RFP No. FIN-2610 for nondiscretionary portfolio management services to oversee an investment portfolio valued at approximately 60 million dollars. The selected Investment Advisor will operate in an advisory and administrative capacity, adhering to the City's Investment Policy and prioritizing safety of principal, liquidity, public trust, and yield. Eligible firms must be registered with the Securities and Exchange Commission or the Texas State Securities Board. The contract is intended to begin on January 1, 2027, and run through December 31, 2027, with an option for three additional one-year renewals. A standard services agreement will include a cancellation clause allowing either party to terminate the contract with 30 days written notice. Proposals are due by 2:00 p.m. on Tuesday, December 1, 2026, and must be submitted in sealed envelopes to the City Secretary. Submissions must include two bound originals, one copy, and one flash drive, detailing the firm's organization, key personnel credentials, and investment management approach. Award decisions will be based on best value, considering proposal price, reputation, quality of services, and the proposer's past relationship with the City. Additionally, contractors must comply with Texas Government Code Chapter 2252.908 by submitting Form 1295 for contracts requiring a governing body vote or those valued at 1 million dollars or more.

City of South Padre Island

POSTED

DEADLINE

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.

State University of New York (SUNY)

POSTED

DEADLINE

Retirement Plan Consultant RFP

Solicitation # 2140348

The State University of New York (SUNY) is seeking a full-service retirement plan consulting firm to serve as a fiduciary for its Defined Contribution Retirement Plans, including the ORP, VSP, VDC, and Pre-1990 plans. The selected contractor will act as a fully integrated extension of the University-wide Benefits Office, providing objective third-party investment advice, governance support, and participant engagement. The scope of work involves managing a complex multi-vendor environment consisting of four recordkeepers—TIAA, Fidelity, Corebridge, and Voya—and 62 active investment options. The contract is for an initial term of three years, with the possibility of a two-year extension. To qualify, bidders must demonstrate significant experience, including having provided similar consulting services within the last five years to at least five public or private DC plan sponsors with aggregate assets under advisement of at least one billion dollars, including at least one higher-education institution. Bidders must also be willing to assume fiduciary responsibilities, possess experience analyzing annuity contracts, and comply with New York State and federal digital accessibility regulations. The contract will be awarded based on best value, determined by a composite score of technical, cost, and presentation evaluations. Additionally, the procurement includes specific MWBE goals, with a total participation target of 30 percent, consisting of 16 percent for Minority-Owned Business Enterprises and 14 percent for Women-Owned Business Enterprises.

State University of New York (SUNY)

POSTED

DEADLINE

Investment Advisory Services

Solicitation # 26-010

Central Washington University is soliciting independent investment advisory services for the Central Washington University Retirement Plan and Voluntary Investment Plan under solicitation number 26-010. The selected vendor will provide objective fiduciary consulting, including investment monitoring, fee analysis, governance support, and strategic recommendations to university leadership and the Retirement Committee. To qualify, contractors must maintain Registered Investment Adviser status, remain independent from proprietary investment products, and adhere to public sector fiduciary standards and robust cybersecurity practices. The contract features an initial three-year term with the possibility of year-to-year extensions, not to exceed a total of eight years. Award decisions will be based on a 100-point scoring system evaluating price and specific vendor responses. Proposals must be submitted as PDF documents to Curtis Smithgall by November 20, 2026. Required submission materials include a detailed company profile and a mandatory MWBE/Diversity Plan. The contractor is expected to provide hourly rate pricing and maintain independent insurance coverage, as they are excluded from the university's insurance policies.

Central Washington University

POSTED

DEADLINE

Investment Grade Private Placement Asset Manager Search

Solicitation # 2140196

The New York State Insurance Fund (NYSIF) is soliciting proposals under solicitation number 2140196 and contract number 2026-45-INV for Private Placement Asset Manager Services. The agency seeks qualified firms to manage one or more mandates involving Investment Grade Private Placement Corporate and Infrastructure Credit, as well as Investment Grade Private Placement Asset-Backed Credit. NYSIF anticipates awarding multiple contracts for these services, which will be performed state-wide. The initial contract term is five years, with the possibility of two optional one-year extensions. Proposals must be submitted by December 16, 2026, at 2:00 p.m. ET to Alicia Jemmott at the NYSIF Procurement Unit in Albany, New York. In accordance with State Finance Law sections 139-j and 139-k, strict communication restrictions are in place; all inquiries must be directed solely to designated staff members Alicia Dott-Jemmott and Shanee Robinson to avoid disqualification. While NYSIF encourages participation from Minority and Women’s Business Enterprises (M/WBE) and Service-Disabled Veteran-Owned Businesses (SDVOB), the specific goals for these categories are currently set at 0.00 percent. Bidders are responsible for monitoring the NYSIF procurement website for all amendments and clarifications to ensure their proposals remain responsive.

POSTED

DEADLINE

Venture Capital Seed Fund Program Management

Solicitation # STA26103-SSBCI_VENTURE

The State of Delaware Department of State, through the Division of Small Business, is soliciting proposals for the Venture Capital Seed Fund Program Management under the U.S. Treasury State Small Business Credit Initiative (SSBCI). The program intends to utilize approximately 30 million dollars to build resident venture capital capacity, increase deal flow for targeted state industries, and expand capital access for women, founders of color, and rural-based businesses. The primary performance goal is to achieve at least a 10:1 ratio of private capital leveraged over a 10-year period. Eligible vendors must meet the SEC definition of a venture fund and comply with SSBCI Capital Program Policy Guidelines, including conflict-of-interest standards and Treasury civil rights requirements. Proposals are due by December 2, 2026, and will be evaluated based on team qualifications and experience (40 percent), investment strategy and fund management (30 percent), compliance and reporting capabilities (20 percent), and outreach to SEDI-owned businesses (10 percent). Award decisions are based on the most advantageous proposal rather than the lowest bid. Selected vendors must adhere to strict regulatory requirements, including IRS Publication 1075 for Federal Tax Information (FTI) compliance, non-discrimination laws under Delaware Code, and the Americans with Disabilities Act. Contract administration includes 30-day payment terms, a requirement for a Supplier ID, and the potential for IRS inspections of facilities with 24-hour notice.

POSTED

DEADLINE

M-07-27 Investment Advisory Services

Solicitation # BD-27-1381-BCC01-BCCFR-134721

Bristol Community College is soliciting proposals from qualified and experienced investment advisory firms under solicitation number BD-27-1381-BCC01-BCCFR-134721. The selected firm will provide investment advice and advisory services, supporting the College's Board and Finance Committee in meeting their fiduciary responsibilities. Key requirements include a demonstrated capability in asset allocation, portfolio construction, and risk reporting, with a specific emphasis on sustainable, mission-aligned, ESG, and socially responsible investing. The firm must be a registered investment advisor under the Investment Advisors Act of 1940 and provide an affirmative statement acknowledging its fiduciary responsibility for all discretionary investments. The contract consists of an initial 15-month term starting February 1, 2027, and ending June 30, 2028, with the option for four additional one-year renewals through June 30, 2032, contingent upon funding and performance. Proposals are due by 2:00 p.m. EST on November 12, 2026, and must be submitted in PDF format via email to Philicia Pacheco. Required documentation includes a W9 form, a non-collusion statement, tax compliance certification, and company contact information. Evaluation will be based on the firm's experience with non-profit or higher education institutions, investment philosophy, fee structures, and adherence to a professional code of ethics. The winning bidder will be required to sign a standard Commonwealth of Massachusetts contract and comply with state and federal non-discrimination and affirmative action laws.

BCC01 - Bristol Community College

POSTED

DEADLINE

City RFP - Municipal Financial Advisory Services

Solicitation # 2027.0149

The City is seeking proposals for Municipal Financial Advisory Services under RFP number 2027.0149. This solicitation is managed by the DAS Procurement agency in Connecticut, with Anthony Romano serving as the Project Manager and Kristopher Bottoni listed as the primary point of contact. The procurement process follows a one step unsealing method and is currently open for bidding in USD. The RFP was made available on October 22, 2026, and requires all submissions to be completed by the due date of November 19, 2026, at 4:00 PM. Interested bidders must submit any clarification questions online via ProcureWare by November 5, 2026. There is no required RFP deposit and no pre-proposal meeting scheduled for this project.

POSTED

DEADLINE

Solicitation # PRO27011

The Township of North Brunswick is seeking a professional Financial Advisor under solicitation PRO27011 to provide expert financial services for the upcoming calendar year. This procurement is conducted as an extraordinary unspecifiable service in accordance with N.J.S.A. 40A:11-4.1a, utilizing a fair and open competitive process. Proposals will be evaluated by a Township Evaluation Committee based on a weighted scoring system totaling 100 points, considering factors such as professional experience, reputation, subject matter knowledge, and availability. The selected advisor will perform services at the request of the Chief Financial Officer and will be compensated via a blended hourly rate, with invoices submitted monthly. The submission deadline is November 13, 2026, at 4:00 PM, with a potential contract award date of January 4, 2027. Applicants must submit their proposals online and include mandatory documentation, including a statement of ownership, resumes of key employees, a narrative statement of understanding, and certifications regarding prohibited activities in Russia, Belarus, and Iran. The contract mandates strict adherence to New Jersey state laws, including the New Jersey Prevailing Wage Act, the Worker and Community Right to Know Law for chemical labeling, and the Americans with Disabilities Act. Additionally, the contractor must comply with federal HIPAA regulations and provide affirmative action certifications, such as the AA-302 report, following the award.

POSTED

DEADLINE

AIIB Request for Proposal - Strategic Asset Allocation and Investment Advisory Services.

Solicitation # Doc3361616312

The Asian Infrastructure Investment Bank is seeking bids from eligible and qualified providers to deliver Strategic Asset Allocation and Investment Advisory Services. This solicitation, identified by document number Doc3361616312, aims to secure professional expertise to guide the bank's investment strategies and asset distribution. Interested bidders must submit their responses by the deadline of November 4, 2026, at 08:45 UTC. The procurement process is managed by the Asian Infrastructure Investment Bank, and primary inquiries can be directed to the designated point of contact via email.

Asian Infrastructure Investment Bank

POSTED

DEADLINE

Stable Income Fund Active Short Duration Fixed Income and Active Intermediate Core Fixed Income Manager

Solicitation # 2139748

The New York State Deferred Compensation Board is soliciting proposals from financial organizations to provide fixed income separately managed account investment management services for the Stable Income Fund. This procurement, identified by solicitation number 2139748, seeks managers for two specific portfolios: Active Short Duration Fixed Income, benchmarked to the Bloomberg 1-3 Year Government/Credit or Government Index, and Active Intermediate Core Fixed Income, benchmarked to the Bloomberg Intermediate Aggregate or Government/Credit Index. These accounts will operate as part of the Stable Income Fund, with insurance wrap coverage coordinated by the Plan's stable value structure manager. The contract is authorized under Section 5 of the State Finance Law and 9 NYCRR Section 9003.2, ensuring compliance with Section 457 of the Internal Revenue Code. The selected provider may be awarded a contract term of up to ten years. Proposals must be submitted to Callan LLC by 5:00 PM ET on November 18, 2026. Primary technical and submission coordination is handled by Thomas Shingler and Hannah Vieira of Callan LLC.

NYS Deferred Compensation Plan

POSTED

DEADLINE

RFI-100-2700000009-1 | Personal Trading Vendor - Kentucky Public Pensions Authority

Solicitation # RFI-100-2700000009-1

The Kentucky Public Pensions Authority (KPPA) has issued Request for Information (RFI) RFI-100-2700000009-1 to identify qualified vendors capable of providing a vendor-hosted and supported Software as a Service (SaaS) platform. The primary objective of the solution is to monitor and reconcile the personal trading activities of specific employees and trustees to detect potential violations of KPPA, KRS, and CERS Personal Trading Policies. Key technical requirements include a broad library of electronic brokerage feeds from major firms such as Charles Schwab, Fidelity, and Vanguard, the ability to manage ad hoc and scheduled certifications and attestations, and the provision of 24/7 accessibility and support. This RFI is an information-gathering exercise and does not constitute a commitment to issue a bid or award a contract. Interested vendors must submit their responses via the Vendor Self Service (VSS) portal by the deadline of November 20, 2026. Submissions must include a signed transmittal letter and a detailed response addressing firm information, company history, and ownership structure. All submitted documents are subject to the Kentucky Open Records Act and will be available for public inspection after any subsequent contract award. The primary point of contact for this solicitation is Jay Dutta, Procurement Branch Manager.

Frankfort, Ky

POSTED

10 days ago

DEADLINE

in 22 days

AI Contract Overview

Investissement Québec seeks a comprehensive integrated solution for managing its investment and loan portfolios, including full administrative capabilities for debt instruments and enhanced support for equity and quasi-equity instruments such as private placements, syndications, and junior debt. The required system must automate and optimize key processes such as file opening, modifications, disbursements, and collections, while offering robust financial and accounting functionalities. The solution must be delivered through a cloud-based model, either as a Software as a Service (SaaS) offering or as a managed SaaS service, with the vendor responsible for hosting, operation, and maintenance in an environment external to IQ. While native support for equity and quasi-equity instruments is valued, adaptive configuration of existing debt modules is acceptable and will be considered an added benefit, not a mandatory requirement. All software components, modules, and associated professional services—including implementation, configuration, and integration—collectively constitute the Solution, which must fully comply with IQ’s specifications. The solicitation number is 20127719, with responses due by June 2, 2026, and the solution is expected to be deployed in Montreal, Quebec.

General Info

Procurement of cloud-based investment and loan portfolio management solution with SaaS delivery, deadline June 2026.

Agency

Government of Canada → Investissement Québec.

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

Montréal, Capitale-Nationale (Québec), CAN

Set-Aside

NONE

Documents

No documents available

Documents will appear here when they are available.

AI Contract Breakdown

Uniform Contract Format

No documents to break down

The breakdown needs solicitation documents. None were found from this contract's source.

Timeline

1 update

PhaseClosed

PostedMay 20

Solicitation

Deadline changedMay 26

Response deadline changed from Jun 2, 2026 to Jun 23, 2026.

Response DeadlineJun 23

Deadline has passed

Submission Closed

06/23/2026, 04:00:00 PM UTC

Find active opportunities like this

Get full access to discover similar active contracts, track opportunities, and build proposals with AI assistance.

Organization & Contact Information

AgencyGovernment of Canada → Investissement Québec.

Contacts1 person available

OfficeN/A

Organization / AgencyGovernment of Canada → Investissement Québec.

Office AddressN/A

Contacts

DPAGC Solution de financementContracting Authority

Full Description

Le présent appel d’offres a pour objet d'obtenir des soumissions pour l’acquisition d’une solution intégrée de gestion du portefeuille d’investissements et de prêts, ainsi que des services professionnels requis à sa mise en œuvre et son intégration. La solution recherchée doit notamment permettre de; Ø Optimiser et automatiser les processus liés à l’administration du portefeuille d’investissements et de prêts, incluant l’ouverture, la modification, le déboursement et l’encaissement des dossiers; Ø Offrir des capacités robustes de gestion financière et comptable La solution de gestion et d’administration des interventions (LSS) proposée doit permettre l’administration complète des instruments de dette. Toutefois, IQ souhaite également que la solution soit en mesure de soutenir l’administration des instruments d’équité et de quasi‑équité (incluant notamment les placements privés, la syndication et la dette junior). Cette capacité peut être offerte soit par des fonctionnalités dédiées, soit par une adaptation ou un paramétrage des mécanismes existants de la solution, y compris ceux initialement conçus pour la gestion de la dette. Les soumissionnaires doivent décrire comment leur solution permet de couvrir ces types d’interventions financières, ainsi que les principales limites ou adaptations requises, le cas échéant. La capacité de la solution à administrer des instruments d’équité et de quasi‑équité, qu’elle soit native ou obtenue par une adaptation des modules de dette, sera considérée comme une valeur ajoutée dans l’évaluation, sans constituer une exigence éliminatoire. Aux fins du présent appel d’offres, l’ensemble de la solution logicielle, de ses modules et composantes, ainsi que les services professionnels d’accompagnement, de configuration et d’intégration afférents, sont désignés collectivement comme la « Solution », le tout conformément aux exigences, termes et conditions définis par Investissement Québec (ci‑après « IQ ») dans le présent document. La Solution doit être offerte en mode infonuagique. À cet égard, le présent appel d’offres prévoit deux (2) scénarios distincts d’hébergement et de livraison de la Solution, à savoir : Soit une Solution livrée en mode Software as a Service (SaaS); Ou une Solution livrée en mode SaaS géré (Managed Service). Le soumissionnaire peut déposer une soumission pour l’un ou l’autre des scénarios, ou pour les deux scénarios, lorsque applicable, conformément aux modalités prévues au présent appel d’offres et au bordereau de prix. Aux fins des présentes, une Solution offerte en mode infonuagique signifie qu’IQ acquiert, par abonnement, des droits d’utilisation de la Solution, laquelle est hébergée dans un environnement externe à IQ et exploitée par le Fournisseur conformément au scénario de livraison retenu.