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Contract for Investment Consulting Services

Solicitation number 2023-02-15

Publication date

Closing date and time 2023/04/17 14:00 EDT

Last amendment date

Status Status Expired

Description
The University of Windsor is inviting proposals from professional services and investment management firms to provide Investment Consulting Services for the University of Windsor Investment Portfolio, including Pension, Endowment, and Working Capital Funds, as further described in this document. The contract period for Investment Consulting Services will be September 30, 2023, to September 29, 2028. The contract may be renewed for two (2) additional five (5) year terms, subject to the satisfactory performance throughout the initial contract, and provided the terms, conditions and prices are acceptable to the University. 
Submission Deadline: April 17, 2023 at 2:00:00 p.m. (local time – Windsor; Eastern Standard Time; GMT-5)
 

    Bidding and Documents are available on http://www.merx.com. Fees may apply; See https://www.merx.com/public/pricing for more information.

    Contract duration

    The estimated contract period will be 60 month(s), with a proposed start date of 2023/09/30.

    Trade agreements

    • Canadian Free Trade Agreement (CFTA)
    • Canada-European Union Comprehensive Economic and Trade Agreement (CETA)
    • Please refer to tender description or tender documents

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    Contact information

    Contracting organization

    Organization
    University of Windsor
    Address
    401 Sunset Avenue
    Windsor, Ontario, N9B 3P4
    Canada
    Contracting authority
    Bryan Bailey
    Phone
    519-253-3000 x2150
    Email
    bryan.bailey@uwindsor.ca
    Bidding details

    Full details for this tender opportunity are available on a third-party site

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    View full details on third-party site

    Eligibility and terms and conditions

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    Summary information

    Language(s)
    English
    Contract duration
    60 month(s)
    Procurement method
    Competitive – Open Bidding

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