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Tenders Closed 17 Sep 2026

Daanish University (Islamabad) — RFP for Investment Advisor (Separately Managed Account)

Daanish University (Islamabad) · Islamabad · The Express Tribune,

Tender advertisement published in The Express Tribune on Saturday, 29 August 2026, listed under Islamabad, Pakistan. Issued by Daanish University (Islamabad). The last date printed on the advertisement was Thursday, 17 September 2026 and has passed.

Newspaper clipping: Daanish University (Islamabad) — RFP for Investment Advisor (Separately Managed Account), The Express Tribune, 29 Aug 2026 Open the full-size clipping
Original clipping · The Express Tribune · 29 Aug 2026 · tap to zoom

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Daanish University Trust, Islamabad invites licensed Asset Management Companies (AMCs) and SECP-licensed investment advisory firms to submit proposals to act as Investment Advisor and manage the University’s Endowment Fund through a Separately Managed Account (SMA).

Issuer Daanish University Trust, Islamabad
Service Required Investment Advisor for Separately Managed Account (SMA) to prudently manage the Endowment Fund
Role / Objectives
  • Preservation of capital in real terms
  • Maintain adequate liquidity for operational & strategic needs
  • Achieve sustainable long-term returns in excess of inflation/benchmarks
  • Ensure prudent diversification and minimize investment risk
  • Strengthen institutional investment governance and oversight
Who May Apply Asset Management Companies (AMCs) and firms licensed by the Securities and Exchange Commission of Pakistan (SECP) offering investment advisory services.
Key Eligibility Criteria
  • Valid SECP licence for asset management and investment advisory
  • AMC rating AM1 or above (PACRA or VIS) with no negative watch/outlook
  • At least 10 years in operation since incorporation
  • Total Assets Under Management (AUM) of at least PKR 25 billion
  • Demonstrated experience managing institutional endowment funds or SMAs
  • At least four institutional/endowment/SMA mandates managed
  • Clean regulatory record — no material SECP sanctions in the past five years
What to Submit
  1. Company profile; legal name, date of incorporation, SECP licence, MUFAP membership and AMC rating
  2. Total AUM in PKR with client mix (individuals, corporate, pension funds, NGOs, endowments)
  3. Fixed income fund performance — last ten years ending 30 June 2026
  4. Equity fund performance — last ten years ending 30 June 2026
  5. Investment performance, total size; details of CFA charter holders and average experience
  6. Board and senior management team — qualifications and years of experience
  7. Proposed investment policy statement
  8. Proposed fee and remuneration structure
  9. Conflict of interest statement
  10. Any other relevant information
Procurement Method Single Stage – Two Envelope Procedure (in accordance with applicable procurement rules).
Submission & Opening Technical & Financial proposals must be submitted on EPDAS2 by 11:00 a.m. on Thursday, 2026-09-17. Technical proposals will be opened at 11:30 a.m. the same day.
Evaluation & Rights Proposals will be evaluated on technical and financial criteria. The University reserves the right to accept or reject any or all proposals as per its rules.
Contact / Submission Address Daanish University Trust — Secretary (Shah Jehan), Room #227, 2nd Floor, Block-D, Pak Secretariat, Islamabad. Tel: 051-9103915

Interested and eligible firms should prepare complete technical and financial proposals and submit by the stated deadline. Review the RFP documents and submission requirements before bidding.

Published in The Express Tribune on Saturday, 29 August 2026. DailyAds.pk indexes newspaper advertisements; the original notice and the issuing organisation remain the source for final terms and eligibility.

The Express Tribune · 29 Aug 2026
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