This Solicitation opportunity from Government of Canada was posted on June 9, 2023. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Treasury and Investment Advisory Services

Closed

2021-3042 – 2023International

Submission Closed06/09/2023, 02:00:00 PM UTC

Contract Overview

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

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NAICS: 523940

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Investment Advisory Services

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Central Washington University

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

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City RFP - Municipal Financial Advisory Services

Solicitation # 2027.0149

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

Solicitation # Doc3361616312

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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.

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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

The Canada Deposit Insurance Corporation is conducting a 2023 Refresh to establish Supply Arrangements for Treasury and Investment Advisory Services. This solicitation seeks qualified providers for two specific service streams: Ex Ante Funding and Loss Absorbency, and Investments and Sources of Liquidity. Services will be utilized on an as-needed basis to support the agency's financial operations. The resulting arrangements will remain in effect from the start date until approximately May 16, 2024. This procurement process is managed by the Government of Canada and is open to providers capable of delivering specialized advisory services within Canada.

General Info

CDIC seeks treasury and investment advisory services through May 16, 2024, as needed.

Agency

Government of Canada → Canada Deposit Insurance Corporation

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

*Canada, CAN

Set-Aside

NONE

Documents

No documents available

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AI Contract Breakdown

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Timeline

PhaseClosed

PostedJun 9

Solicitation

Response DeadlineJun 9

Deadline has passed

Submission Closed

06/09/2023, 02:00:00 PM UTC

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Organization & Contact Information

AgencyGovernment of Canada → Canada Deposit Insurance Corporation

Contacts1 person available

OfficeN/A

Organization / Agency

Government of Canada → Canada Deposit Insurance Corporation

Office AddressN/A

Contacts

Judy Ann HollanderPoint of Contact

contact@example.gov

+1 (555) 000-0000

Full Description

CDIC is seeking to establish additional Supply Arrangements during this annual qualification opportunity (“2023 Refresh”) for the provision of Treasury and Investment Advisory Services for any one or both of the following two (2) Service Streams: Service Stream #1: Ex Ante Funding and Loss Absorbency Service Stream #2: Investments and Sources of Liquidity on an as and when required basis, for a period of approximately one year, that is from the effective date of the resulting Supply Arrangements to May 16, 2024, as further detailed in Section 14 of the RFSA. There are no additional Service Streams being added for this RFSA 2023 Refresh. Addendum No. 1

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