Southern Alberta Institute of Technology - Request for Proposal - Investment Advisory and Management Services

Overview

SAIT is seeking an external Investment Advisory firm to provide professional investment advisory and related support services to the Institute in accordance with SAIT’s Investment Policy Statement (“IPS”), governance framework, and applicable legislative and regulatory requirements. The selected Proponent will support SAIT in developing and maintaining an appropriate investment strategy that reflects the...

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Key Requirements

• Review source documents for extracted requirements.

Recommended Next Steps

• Review the full source package and any addenda
• Check your team's credentials against the evaluation criteria
• Set deadline reminders and internal milestones