BANKING-1424 - Canada (Wolfville, Nova Scotia) - Investment Management Outsourced Chief Investment Officer Consultant Services - Deadline May 14,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: BANKING-1424

Government Authority located in Wolfville, Nova Scotia; Canada based organization looking for expert vendors for investment management outsourced chief investment officer consultant services.

[A] Budget: Looking for proposal

[B] Scope of Service:

(1) Vendor needs to provide investment management outsourced chief investment officer consultant services behalf of the Board of Governors Investment Committee and Financial Services for the purposes of gathering information about the marketplace in order to assist in the determination of future purchasing options or requirements.
- The primary investment objectives are to recognize a reasonable rate of return on its funds, have long-term capital preservation and the ability to support a consistent payout from the funds to support operating, research, capital and student service needs, achieving a balance between the current needs and the long-term appreciation within each fund.
- The current Investment Committee with the University management team are considering alternative investment management structures in an effort to obtain the best possible outcomes from the Endowment.
- Manage the University’s Endowment investments as directed by and on behalf of the Board and management
• Prepare fund performance and asset allocation reports
• Provide market analysis and risk reports
• Provide support and research materials to the Investment Committee and the management team related to the University Investment Policy, fund options and alternatives, investment performance objectives, policies, and risk management guidelines
• Review the appropriateness of investment benchmarks
• Prepare research, studies and reports as requested by the Investment Committee and management within a negotiated timeframe
• Provide required reporting on an annual basis to the University’s auditors
• Meet with management on a regular basis to review the performance of the investment
• Meet with the Investment Committee of the Board of Governors on a quarterly basis to the government authority located in Wolfville, NS.
(2) All question must be submitted no later than May 3, 2019.

[C] Eligibility:

Onshore (Canada Only)

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location.

Expiry Date : Tuesday, 14 May, 2019

Question Answer Deadline : Friday, 3 May, 2019

Category : Professional, Consulting, Administrative or Management Support Services

Country : Canada

State : Nova Scotia

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