Request For Proposal

Once every ~5 years, the Abbotsford Community Foundation (ACF) conducts a Request for Proposal/Open Bid Process for the management and administration of ACF’s investment portfolio. Currently, our portfolio is presently valued at a little over $18 million dollars.

Our endowment funds are entrusted to us by donors and the earnings from these funds is what we invest directly into the community in the form of grants each year. It is critical that not only do we grow our endowments but that we also have the best returns possible since those dollars are what many local charities rely on to fund critical programs, services, and supports.

We are looking for locally based (BC preferred) experienced investment managers who work and support the charitable foundation space. You should have strong demonstrated performance in the sector and be able to view investment with an ESG lens.

We are pleased to invite Institutional Investment Managers to the following Request for Proposals (RFP). Please note that retail advisors are not eligible for this RFP. The 2023 RFP is now closed and Connor, Clark, & Lunn (Canada) Ltd. has been chosen as ACF’s new investment portfolio manager as of January 2024. See the media release here.

We respectfully acknowledge that we are located on the traditional and unceded territory of the Stó:lō people, the Semá:th First Nation and Mathxwí First Nation. As treaty People, Indigenous and non-Indigenous, we share the responsibility for the continued stewardship of this beautiful land.