Basic Information

Reference Number

0000139725

Issuing Organization

Niagara College

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

2018-112

Title

Investment Management Services

Source ID

PU.AC.ON.244785.C96084

Agreement Type

Broader Public Sector (BPS)

Details

Location

Canada, Ontario

Description

Please Access the following web address for the entire Request For Proposals document:
https://www.niagaracollege.ca/purchasing/requests-for-tender/

Management of investment plans providing comprehensive investment advice in the management of funds to meet the investment objectives of the College.

The Investment Manager will be responsible for:

Ongoing investment management services of the College’s Endowment Funds in accordance with the Niagara College Investment Policy (the “Policy”) as outlined in Appendix “A” to the Form of Agreement.
Adhering to the Ministry of Training Colleges and Universities (MTCU) directives as outlined in Appendix “B” to the Form of Agreement.
Providing proactive information and advice with respect to developments that might affect performance or risk, and providing recommendations.
Attending the Audit and Investment Committee Meetings to:

Explain the latest performances;
Report on portfolio activity and the holdings;
Provide information concerning new developments or opportunities;
Provide assurance around compliance to the Niagara College Investment Policy and Ministry Directives (subject to approved exceptions);
Any other relevant matters that may arise from time to time.

The Investment Manager must work closely with College Financial Services and as such must have not only market experience but also strong interpersonal skills, the ability to communicate effectively and efficiently, and is able to manage College requirements in a proactive manner.
The investment manager shall provide effective support to the College including, but not limited to:

The dedicated Investment Manager assigned to the College to manage the relationship should be identified to assist the College with their day-to-day investment management needs;
Identification of cost savings and process efficiencies;
Timely introduction to new technologies and service offerings;
Establishing an ongoing communications program and expectations with the College;
Attending meetings as requested; and
Providing a review of its service offerings to the College on an annual basis

Please Access the following web address for the entire Request For Proposals document:
https://www.niagaracollege.ca/purchasing/requests-for-tender/

Dates

Publication

2018/12/21 12:44:36 PM EST

Bid Intent

Not Available

Questions are submitted online

Closing Date

2019/01/28 03:00:00 PM EST

Contact Information

Mike Pasquale

905-735-2211 ext. 7580

mpasquale@niagaracollege.ca

Bid Submission Process

Bid Submission Type

Electronic Bid Submission

Pricing

Lump sum

Bid Documents List

Item Name	Description	Mandatory	Limited to 1 file
Bid Documents	Documents defining the proposal	No	No
No entries

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