Daanish University RFP: Investment Advisor (Separately Managed Account)

Issuer: Daanish University Trust, Islamabad. Purpose: Selection of an independent, professional investment advisor to manage the Trust’s Endowment Fund through a Separately Managed Account (SMA) to preserve capital in real terms, provide liquidity for operations, achieve sustainable long-term returns above inflation/benchmarks, diversify and minimise investment risk, and strengthen institutional investment governance.

Who may apply: Asset Management Companies (AMCs) and firms licensed by the Securities and Exchange Commission of Pakistan (SECP) to act as Investment Advisor and manage the Trust’s endowment through an SMA structure.

Required submission documents and information (summary): company profile; legal name and 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 and equity fund performance record for the last ten years ending 30 June 2026; investment team snapshot (total size, CFA charter holders, average experience); fee structure; and other details as specified in the RFP.

Eligibility / Minimum criteria (as stated): valid SECP licence for asset management and investment advisory plus active MUFAP membership; AMC rating of AM1 or above (PACRA or VIS) with no negative watch/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 with no material SECP sanctions in the past five years.

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