Tender Details

Country: Canada
Summary: Investment Consulting Services
CAT Ref No: 114620458
Deadline: 18 Mar 2025
Financier: Self Financed
Purchaser Ownership: Government
Tender Value: Refer Document
Notice Type: Tender
Document Ref. No.: 24P-00025
Purchaser's Detail:
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Description:
The WCB Injury Fund portfolio has $2.4 billion in assets managed by six investment management firms. The WCB retains the services of a reputable investment custodian which holds the Injury Fund-s assets in trust and contributes to the reporting, compliance, and transaction handling needs of the fund. WCB-s investment managers use both segregated accounts and pooled investment products to facilitate the Injury Fund-s investment goals. The Injury Fund-s assets are invested according to the Statement of Investment Policy & Goals (SIP&G). The SIP&G was established by the WCB Board Investment Committee with input from management and an investment consulting firm. Approximately 60% of the fund is held under a balanced fund mandate with one manager and the remainder is managed by specialists. The WCB recently performed an optimization study of its portfolio and is in the process of aligning to the strategic asset allocation recommended in that study. Proponents should be aware that investment manager searches will be an ongoing effort throughout the lifespan of the service contract. The services required by WCB include ongoing, generalized investment consulting that supports WCB management and the Board Investment Committee. The Successful Proponent will provide advice and recommendations on investment policy and manager search and selection. WCB will also require annual and quarterly monitoring and reporting of its investment managers
Documents:

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Investment Consulting Services - Canada Tender

The SASKATCHEWAN WORKERS' COMPENSATION BOARD, a Government sector organization in Canada, has announced a new tender for Investment Consulting Services. This tender is published on CanadaTenders under CAT Ref No: 114620458 and is categorized as a Tender. Interested and eligible suppliers are invited to participate by reviewing the tender documents and submitting their bids before the deadline on 2025-03-18.

The estimated tender value is Refer Document, and full details, including technical specifications and submission requirements, are provided in the official tender documents. Ensure all submissions meet the criteria outlined to be considered for evaluation.