Basic Information

Reference Number

0000113458

Issuing Organization

Waypoint Centre for Mental Health Care

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

Waypoint 18-07-24

Title

Professional Investment Advisory Services

Source ID

PU.HL.ON.600357.C63276

Agreement Types

Broader Public Sector (BPS)

Canadian Free Trade Agreement (CFTA)

Details

Location

Canada, All of Canada, All of Canada

Delivery Point

Waypoint Centre for Mental Health Care

Description

General Overview

The Hospital maintains various operating and restricted funds which are invested for varying periods, and is seeking proposals from investment advisory firms to provide professional investment advisory services. There are three distinct components of the professional services requested as follows:

Review of the hospital’s investment policies, performance and related processes;
Support the selection of Investment Manager(s), if required;
Optional (if required) ‐ ongoing review of Investment Managers’ performance and

investment policy review.

The successful proponent is expected to exercise the care, skill and diligence that can reasonably be expected of a prudent expert and adhere to the CFA Institute's Code of Ethics and Standards of Professional Conduct.

Dates

Publication

2018/08/01 12:03:37 PM EDT

Bid Intent

Optional

Bid Intent Deadline

2018/08/22 02:00:00 PM EDT

Questions are submitted online

Closing Date

2018/08/22 02:00:00 PM EDT

Contact Information

Dan R Stey

705-549-3181 ext. 2104

dstey@waypointcentre.ca

Bid Submission Process

Bid Submission Type

Physical Bid Submission

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