Endowment and Operating Fund Investment Management

Algonquin College is soliciting professional investment management services for its endowment fund and operating fund. The requested services include investment advice, investment analysis, and management of institutional investment accounts. The submission requires buyer-provided technical, financial, questionnaire, and bid submission/reference forms. The reference form requires three relevant references, including at least two involving institutional investment management mandates exceeding $25 million in assets under management or comparable complexity. References may be contacted and must verify the submitted information and provide positive responses. Bids must use the provided workbook forms, and any external document referenced in a response must be uploaded separately as a PDF.