Daanish University Trust RFP: Investment Advisor (Separately Managed Account) – Submit by 2026-09-17

Daanish University Trust (Islamabad) invites proposals from licensed Asset Management Companies (AMCs) and firms licensed by the Securities and Exchange Commission of Pakistan (SECP) to serve as Investment Advisor to manage the Trust’s endowment through a Separately Managed Account (SMA).

The procurement will be conducted under a Single Stage – Two Envelope procedure using Quality and Cost Based Selection (QCBS). Proposals must be submitted electronically via PPRA web portal and EPDAS 2.2 in accordance with the RFP.

Key eligibility & qualification requirements (summary):

• Valid SECP licence for asset management and investment advisory and active MUFAP membership.
• AMC rating of AM1 or above (PACRA or VIS) with no negative watch/outlook.
• At least ten years in operation since incorporation.
• Total Assets Under Management (AUM) of at least PKR 250 billion.
• Ten-year track record in money market and income fund management; evidence of fixed income and equity fund performance (last ten years ending 30 June 2026).
• At least 40 institutional, endowment or SMA mandates managed; clean regulatory record (no material SECP sanctions in past five years).

Required submission documents (high-level):

• Company profile, legal name, date of incorporation, SECP licence, MUFAP membership and AMC rating evidence.
• Total AUM in PKR with client mix (individuals, corporates, pension funds, NGOs and endowments).
• Fixed income and equity fund performance records for last ten years ending 30 June 2026.
• Investment team snapshot including key qualifications (CFA charter holders) and average experience.
• Other documents as specified in the RFP; proposals must be prepared strictly in accordance with the RFP.

Evaluation & rights: Proposals will be evaluated on technical and financial merits. Daanish University Trust reserves the right to accept or reject any or all proposals at any stage without assigning any reason and without incurring any liability.

For full RFP, associated documents and submission instructions, refer to the PPRA notice and EPDAS 2.2 portal as indicated by Daanish University Trust.