RFP: Investment Advisor (Separately Managed Account) — Daanish University Trust, Islamabad

Daanish University Trust (Islamabad) invites proposals from licensed Asset Management Companies (AMCs) and SECP-licensed investment advisory firms to act as Investment Advisor for a Separately Managed Account (SMA) to manage the Trust’s Endowment Fund. The engagement seeks an independent, professional fiduciary investment advisory service to preserve capital in real terms, maintain liquidity for operations, generate sustainable long-term returns above inflation, diversify and minimise investment risks, and strengthen institutional investment governance.

Key submission requirements include 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 (last 10 years ending 30 June 2026), and an investment team snapshot (size, CFA charter-holders, average experience).

Eligibility highlights (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.

- Ten or more years in operation since incorporation.

- Minimum Total AUM requirement (PKR amount specified in RFP).

- Ten-year track record in money market and income fund management; at least 40 institutional/endowment/SMA mandates managed; clean regulatory record (no material SECP sanctions in past five years).

Procurement method: Single Stage – Two Envelope using Quality and Cost Based Selection (QCBS) in accordance with PPRA regulations and the Procurement of Consultancy Services Regulations. RFP and associated documents are available on the PPRA website and ePADS 2.2. Proposals must be prepared strictly in accordance with the RFP.

Daanish University Trust reserves the right to accept or reject any or all proposals, at any stage, without assigning any reason or incurring any liability.