Request for Proposals - Investment Management Services

08/15/2023

The Mohawk Council of Kahnawà:ke (MCK) Investment and Revenue Committee is seeking proposals from qualified investment management firms and managers to provide comprehensive investment management services for the Kahnawà:ke Sovereign Wealth Fund (KSWF).

The purpose of this Request for Proposals is to identify and select a firm with a proven track record, expertise, and innovative solutions to provide portfolio management services for our diverse portfolio. These services must be in line with our investment policy and objectives.

The selected investment manager will be responsible for the following:

• Develop and implement an investment strategy in line with the KSWF investment policy and objectives.
• Actively manage the KSWF investment portfolio, including asset allocation, risk management, and performance monitoring.
• Regularly report and communicate with the IRC by providing, amongst other things, performance updates and recommendations for any strategic changes.
• Ensure compliance with all relevant regulatory requirements and industry best practices.
• Collaborate with the MCK’s internal team and external advisors as needed.

Click this link to view the full Request for Proposals document.

The deadline to submit proposals is Friday, September 22, 2023, to the attention of Branden Morris by email at branden.morris@mck.ca.

The funds within the KSWF are intended to be a designated pool of investment capital that will be used as a wealth building vehicle for the MCK and the community of Kahnawà:ke for many generations. The purpose of the KSWF, over the long-term, is to render the Mohawks of Kahnawà:ke entirely financially independent, over and above all external funding levels.