CFA Society Calgary is seeking proposals from qualified investment management firms to manage its Portfolio of unrestricted net assets on a discretionary basis. The Society’s Portfolio represents its unrestricted net assets as shown on the Society’s balance sheet. The primary goal is to support the Society’s long-term operational sustainability while preserving capital and maintaining liquidity for strategic initiatives.
For complete details on the proposal, please read the RFP information sheet. Please reach out to [email protected] if you have any difficulties downloading the document and we will be happy to email you a copy.