Basic Information

Reference Number

AB-2024-03515

Issuing Organization

Alberta Public Sector

Solicitation Type

EOI - Expression of Interest (Informal)

Solicitation Number

26.03

Title

Investment Management System RFI

Source ID

APC

Agreement Types

Canada-European Union Comprehensive Economic and Trade Agreement(CETA)

Canadian Free Trade Agreement (CFTA)

New West Partnership Trade Agreement (NWPTA) / Trade, Investment and Labour Mobility Agreement (TILMA)

TCA

Details

Location

Alberta

Dates

Publication

2024/05/07 02:00:00 AM EDT

Closing Date

2024/05/21 04:00:00 PM EDT

Contact Information

Chance Schuler

780-218-9058

Description

ATBIM has a need for a new investment management system to advance the capabilities of its front, middle and back office. The scope of work will encompass primary activities of each business line: Investment Fund Manager (Funds), Private Investment Counseling (PIC) and Institutional Portfolio Management (IPM).
ATBIM has outgrown its current suite of solutions and is looking for a modern integrated platform with out-of-the box functionality to meet the needs of the front office (incl. portfolio management, portfolio construction, risk analysis, performance analytics, client reporting), middle office (incl. transaction support. trade order management, compliance), and back office (incl. data maintenance, accounting, valuation, shareholder services and custodian reconciliation).

For more information on this solicitation, please click on the following link:

http://vendor.purchasingconnection.ca/Opportunity.aspx?Guid=fd85f07a-ea8b-3a66-1b34-90835e090000 (opens in a new window)

Disclaimer All amendments to the associated notice, including amended documents, plans and specifications (where applicable), are issued by the originator of the notice. MERX asks you to contact the buying agency directly for these amendments. MERX stipulates that potential bidders may also be required to register with the buying authority as a bidder/plan taker. The contact information can be found within the main tender document and/or on this notice abstract.