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Specialized Investment Advisory (Niche Asset Classes)

Active

International

Response Deadline10/14/2026, 08:00:00 PM UTC

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

523940 - Portfolio Management and Investment AdviceView 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

AI Contract Breakdown

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Timeline

PostedSep 14

subcontract

Response DeadlineOct 14

Submission deadline

Response Deadline

10/14/2026, 08:00:00 PM UTCin 26 days

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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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Provides expert advice on high-risk or specialized asset classes for prime contractors on City of Leduc municipal projects. Conducts due diligence on investment vehicles, provides market analysis, and recommends allocations for a $58M portfolio using market research terminals and financial modeling software. Requires CFA or equivalent professional designations. Delivers investment advice and risk mitigation strategies.

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