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Daanish University Trust — RFP for Investment Advisor (Separately Managed Account, SMA)

Daanish University Trust · Islamabad · Jang,

Tender advertisement published in Jang on Sunday, 30 August 2026, listed under Islamabad. Issued by Daanish University Trust. The last date printed on the advertisement was Thursday, 17 September 2026 and has passed.

Newspaper clipping: Daanish University Trust — RFP for Investment Advisor (Separately Managed Account, SMA), Jang, 30 Aug 2026 Open the full-size clipping
Original clipping · Jang · 30 Aug 2026 · tap to zoom

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Daanish University Trust (Daanish University) invites proposals from SECP-licensed Asset Management Companies (AMCs) to serve as Investment Advisor for a Separately Managed Account (SMA) to prudently manage the Trust's Endowment Fund. The selection will be conducted under a Single Stage — Two Envelope (Quality & Cost Based Selection) procurement in accordance with PPRA and applicable consultancy/public procurement regulations.

Issuer Daanish University Trust
Purpose Appointment of an Investment Advisor to manage the Endowment Fund via a Separately Managed Account (SMA)
Eligible Applicants Asset Management Companies (AMCs) licensed by the Securities and Exchange Commission of Pakistan (SECP) and registered with MUFAP
Key Eligibility Criteria
  • Valid SECP license for asset management and investment advisory
  • Active MUFAP membership
  • AMC rating of AM1 or above (PACRA or VIS) with no negative watch or outlook
  • At least 10 years in operation since incorporation
  • Total AUM of at least PKR 250 billion
  • Ten-year track record in money market and income fund management
  • At least 40 institutional, endowment or SMA mandates managed
  • Clean regulatory record — no material SECP sanctions in the past five years
What to Submit
  • Company profile, legal name, date of incorporation, SECP licence, MUFAP membership and AMC rating
  • Total AUM in PKR with client mix (individuals, corporates, pension funds, NGOs, endowments)
  • Fixed income fund performance — last ten years ending 30 June 2026
  • Equity fund performance — last ten years ending 30 June 2026
  • Investment team snapshot: total size, CFA charterholders, average experience
Procurement Method Single Stage — Two Envelope (Quality & Cost Based Selection, QCBS) in accordance with PPRA rules, Consultancy Services Regulations 2010 and related provisions; e-Pak Procurement Regulations 2023 also apply.
How to Submit RFP and associated documents available on the PPRA website and via EPADS 2.2. Proposals must be submitted through EPADS 2.0 per RFP instructions.
Deadline & Opening Technical & Financial proposals must be submitted on EPADS 2.0 by 11:00 a.m. on 2026-09-17. Technical proposals will be opened at 11:30 a.m. on 2026-09-17 in the presence of bidders or their authorized representatives.
Contact & Submission Address Shah Jehan, Secretary, Daanish University Trust, Room #227, 2nd Floor, Block-D, Pak Secretariat, Islamabad. Tel: 051-9103915

Proposals will be evaluated on technical and financial criteria per the RFP. Daanish University Trust reserves the right to accept or reject any or all proposals at any stage without assigning a reason and without incurring any liability.

Published in Jang on Sunday, 30 August 2026. DailyAds.pk indexes newspaper advertisements; the original notice and the issuing organisation remain the source for final terms and eligibility.

Jang · 30 Aug 2026
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