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Southern Alberta Institute of Technology - Request for Proposal - Investment Advisory and Management Services

Active

AB-2026-06176International

Response Deadline10/09/2026, 08:00:59 PM UTC

Contract Overview

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

AI Contract Overview

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The Southern Alberta Institute of Technology is seeking an external Investment Advisory firm to provide professional investment advisory and support services. The selected proponent will be responsible for helping the Institute develop and maintain an investment strategy aligned with its Investment Policy Statement, governance framework, and relevant regulatory requirements. The primary goal is to ensure the strategy reflects the Institute's risk and return objectives, liquidity needs, capital and debt considerations, and long-term financial sustainability. This solicitation, identified by number AB-2026-06176, was posted on September 8, 2026, with a response deadline of October 9, 2026. The services will be performed in Alberta, and inquiries are directed to the primary point of contact, Tony Krajnc.

General Info

SAIT seeks an investment advisory firm for strategy development and support services.

Agency

Southern Alberta Institute of TechnologyView Agency

NAICS

523940 - Portfolio Management and Investment AdviceView NAICS

Place of Performance

AB, CAN

Set-Aside

NONE

Documents

(0)

No documents available

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Timeline

PhaseSolicitation

PostedSep 8

Solicitation

Response DeadlineOct 9

Submission deadline

Response Deadline

10/09/2026, 08:00:59 PM UTCin 30 days

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Organization & Contact Information

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AgencySouthern Alberta Institute of Technology

Contacts1 person available

OfficeN/A

Organization / Agency

Southern Alberta Institute of Technology

View Agency Profile

Office AddressN/A

Contacts

Tony KrajncTeam Lead

contact@example.gov

+1 (555) 000-0000

Full Description

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SAIT is seeking an external Investment Advisory firm to provide professional investment advisory and related support services to the Institute in accordance with SAIT’s Investment Policy Statement (“IPS”), governance framework, and applicable legislative and regulatory requirements. The selected Proponent will support SAIT in developing and maintaining an appropriate investment strategy that reflects the Institute’s risk and return objectives, liquidity needs, capital and debt considerations, and long-term financial sustainability.

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