Investment Consulting Services Tender, Canada - 122916084

Procurement Summary

Country: Canada

Summary: Investment Consulting Services

Deadline: 07 Aug 2025

Other Information

Notice Type: Tender

TOT Ref.No.: 122916084

Document Ref. No.: 600-WCB-25-060

Financier: Self Financed

Purchaser Ownership: Public

Tender Value: Refer Document

Purchaser's Detail

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Tender Details

The Workers Compensation Board of Manitoba (WCB) invites firms to submit a Proposal for the following: Investment reporting and consulting services for the WCB's Investment Portfolio and WCB of Manitoba Retirement Plan.Description of ServicesThe WCB requires the Contractor who is a qualified investment consultant to perform the following: a)Performance Monitoring and Reporting- Within sixty (60) calendar days of quarter end, prepare quarterly investment reports (March, June, September, December) that provide:(i)Total fund, asset class, and manager-level performance;(ii)Performance attribution, benchmark comparisons, and peer universe comparisons where appropriate;(iii)Updates on markets and market indices;(iv)Manager updates; and(v)Compliance reports that identify violations of the Fund and Plan SIP&O.b) Ad Hoc Services- which may include, but not be limited to, the following:(i)Provide guidance and advice on the Fund and Plan SIP&O including recommendations for revisions;(ii)Asset mix and asset-liability studies to be performed once every five (5) years or more frequently, as required;(iii)Participation in the selection, hiring, and termination of external investment managers;(iv)Research, reporting, and strategic advice on specific investment topics, as requested by the WCB; and(v)Attendance (virtually or in-person) at IC meetings, as required by the WCB. c)Reporting on Material Developments of the Fund and Plan relating to the legal/legislative environment, investment mana...
Solicitation Type : RFP - Request for Proposal (Formal)
Reference Number : 0000298385
Location : Canada, Manitoba, Winnipeg
Purchase Type : Duration: 5 years
Description : The Workers Compensation Board of Manitoba (WCB) invites firms to submit a Proposal for the following: Investment reporting and consulting services for the WCB's Investment Portfolio and WCB of Manitoba Retirement Plan.Description of ServicesThe WCB requires the Contractor who is a qualified investment consultant to perform the following: a)Performance Monitoring and Reporting- Within sixty (60) calendar days of quarter end, prepare quarterly investment reports (March, June, September, December) that provide:(i)Total fund, asset class, and manager-level performance;(ii)Performance attribution, benchmark comparisons, and peer universe comparisons where appropriate;(iii)Updates on markets and market indices;(iv)Manager updates; and(v)Compliance reports that identify violations of the Fund and Plan SIP&O.b) Ad Hoc Services- which may include, but not be limited to, the following:(i)Provide guidance and advice on the Fund and Plan SIP&O including recommendations for revisions;(ii)Asset mix and asset-liability studies to be performed once every five (5) years or more frequently, as required;(iii)Participation in the selection, hiring, and termination of external investment managers;(iv)Research, reporting, and strategic advice on specific investment topics, as requested by the WCB; and(v)Atten...

Documents

 Tender Notice