Daanish University (Islamabad) RFP: Investment Advisor — Separately Managed Account (SMA) — Proposals due 2026-09-17
Daanish University (Islamabad) RFP · Islamabad · Dunya,
Tender advertisement published in Dunya on Sunday, 30 August 2026, listed under Islamabad. Issued by Daanish University (Islamabad) RFP. The last date printed on the advertisement was Thursday, 17 September 2026 and has passed.
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Issuer: Daanish University Trust, Islamabad. Purpose: Selection of an independent, professional fiduciary investment advisory firm to manage the Trust’s Endowment Fund through a Separately Managed Account (SMA) structure. Firms are invited to submit technical and financial proposals for the Investment Advisor role.
| Item | Details |
|---|---|
| Procurement method | Single Stage – Two Envelope (Quality and Cost Based Selection, QCBS) in accordance with applicable regulations and PPRA/e-PAK rules. |
| Submission platform & documents | Proposals and associated documents available on PPRA website and EPADS. Submit Technical & Financial Proposals on EPADS 2.0/2.2 as specified. |
| Deadline & opening | Submission by 2026-09-17 at 11:00 a.m.; opening at 11:30 a.m. on 2026-09-17. |
| Contact / Submission address | Shah Jehan, Secretary, Room #227, 2nd Floor, Block‑D, Pak Secretariat, Islamabad. Tel: 051-9103915. |
Scope & role: Provide independent investment advisory services for preservation of capital in real terms, liquidity for operational/strategic requirements, achieving sustainable long‑term returns above inflation, prudent diversification and risk management, and strengthening institutional investment governance for the Endowment Fund.
Key submission requirements (select highlights):
- Firm profile and 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 10 years ending 30 June 2026.
- Equity fund performance: last 10 years ending 30 June 2026.
- Investment team snapshot: total size, number of CFA charterholders, average experience.
- Investment team snapshot and experience, plus evidence of past SMA/endowment mandates.
Eligibility criteria (select):
- 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 or outlook.
- At least ten 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.
Evaluation & reservations: Proposals will be evaluated on technical and financial merits; Daanish University Trust reserves the right to accept/reject any or all proposals at any stage without assigning a reason.
How to obtain RFP: RFP and associated documents are available on the PPRA website and EPADS (prepare proposals strictly per the RFP).
Published in Dunya 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.
Questions about this tender
- What is the last date for this tender?
- The advertisement prints Thursday, 17 September 2026. That date has passed.
- Which newspaper published this tender?
- Dunya, in the edition of Sunday, 30 August 2026.
- Which city is this tender for?
- Islamabad — the location listed for this advertisement.
- How do I respond to this tender?
- Follow the instructions printed in the clipping; the advertiser’s own page is linked from this one. Applications are not submitted through this page.