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Investment Management Services for Heritage Park Tender - 140673627

The HERITAGE PARK has issued a Tender notice for the procurement of a Investment Management Services for Heritage Park in the Canada. This Tender notice was published on 05 May 2026 and is scheduled to close on 25 May 2026, with an estimated Tender value of Refer Document. Interested bidders can access detailed Tender information, eligibility criteria, and complete bidding documents by referencing TOT Ref No. 140673627, while the tender notice number is 26-1 and Registering on the platform.

Procurement Summary

Country: Canada

Summary: Investment Management Services for Heritage Park

Deadline: 25 May 2026

Posting Date: 05 May 2026

Other Information

Notice Type: Tender

TOT Ref.No.: 140673627

Document Ref. No.: 26-1

Competition: ICB

Financier: Self Financed

Purchaser Ownership: Public

Tender Value: Refer Document

Purchaser's Detail

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Tender Details

The Heritage Park Foundation, the fundraising arm of Heritage Park Historical Village in Calgary, invites proposals from qualified investment management firms to oversee its diversified investment portfolio. The Foundation seeks a disciplined, long-term investment manager to deliver capital preservation, sustainable growth, and support for annual distributions within an endowment-style framework. The portfolio includes cash, fixed income, and global equities, with a focus on liquidity and risk management, and is governed by an established Investment Policy Statement that outlines asset allocation ranges and prohibits higher-risk strategies such as leverage and speculative derivatives. Proponents must demonstrate experience managing portfolios within a governance-driven, not-for-profit environment and the ability to operate within, and contribute to, the ongoing refinement of the Foundation-s investment policy.
Solicitation Type : RFP - Request for Proposal (Formal) Reference Number : 0000321287 Location : Canada, Alberta Delivery Point : [email protected] Purchase Type : Term: 2026/06/30 12:00:00 AM MDT - 2031/06/30 12:00:00 AM MDT Description : The Heritage Park Foundation, the fundraising arm of Heritage Park Historical Village in Calgary, invites proposals from qualified investment management firms to oversee its diversified investment portfolio. The Foundation seeks a disciplined, long-term investment manager to deliver capital preservation, sustainable growth, and support for annual distributions within an endowment-style framework. The portfolio includes cash, fixed income, and global equities, with a focus on liquidity and risk management, and is governed by an established Investment Policy Statement that outlines asset allocation ranges and prohibits higher-risk strategies such as leverage and speculative derivatives. Proponents must demonstrate experience managing portfolios within a governance-driven, not-for-profit environment and the ability to operate within, and contribute to, the ongoing refinement of the Foundation’s investment policy.

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