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

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 Institute’s risk and return objectives, liquidity needs, capital and debt considerations, and long-term financial sustainability.