Passive Institutional Investment Management Services

The Banff Centre Foundation is seeking an institutional investment management firm to provide passive, indexed portfolio management with governance, reporting, and dedicated long-term client support.

Banff Centre Foundation


General
Open
AB-2026-06455
Oct 09, 2026 02:00 PM
Sep 23, 2026 12:00 PM
11 months
Request for Proposal (RFP)
Private
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Contact
nadege_luquet@banffcentre.ca
107 Tunnel Mountain Drive, Banff, AB, Canada
Description

The Banff Centre Foundation is requesting proposals from qualified institutional investment management firms to provide passive investment management services. The selected firm should have substantial experience managing passive institutional portfolios for foundations, endowments, universities, pension plans, and other large institutional investors. Proponents should demonstrate significant scale in indexed investment management, robust governance and reporting capabilities, and the ability to provide dedicated support to long-term institutional clients. The estimated contract period is 11 months, with a proposed start date of October 23, 2026.

Classification Codes
NAICS523940Portfolio Management and Investment Advice
PSCR799Other Management Support Services
Smart Codes
passive investment managementinstitutional portfolio managementindexed investment management
Specifications
Service Only
Timeline
Sep 23, 2026-Publication Date
Oct 09, 2026 04:00 PM-Closing Date
Oct 23, 2026-Proposed Contract Start Date
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