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

RFP · Islamabad · Dunya,

Tender advertisement published in Dunya on Sunday, 30 August 2026, listed under Islamabad, Pakistan. The last date printed on the advertisement was Thursday, 17 September 2026 and has passed.

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

Advertisement details

Issuer: Daanish University Trust (a new university initiative in Islamabad) invites qualified Asset Management Companies (AMCs) and SECP‑licensed firms to submit proposals to act as Investment Advisor and manage the Trust's Endowment Fund through a Separately Managed Account (SMA).

ScopeProvision of independent, professional fiduciary investment advisory services and prudent management of the Endowment Fund to preserve capital in real terms, maintain liquidity, achieve long‑term returns above inflation/benchmarks, ensure diversification and strengthen governance.
Key Eligibility & Minimum Requirements
  • 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/outlook
  • Minimum 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
Documents & Data to SubmitCompany profile (legal name, incorporation date, SECP licence, MUFAP membership, AMC rating), total AUM (PKR) with client mix, fixed income and equity fund performance (last 10 years ending 30 June 2026), investment team snapshot (size, CFA charterholders, average experience) and other details as per RFP.
Procurement MethodSingle Stage – Two Envelope Procedure using Quality & Cost Based Selection (QCBS) in accordance with PPRA procurement regulations.
How to Obtain RFPRFP and associated documents are available on the PPRA website and via ePADS. Proposals must be prepared strictly in accordance with the RFP.
Submission & OpeningSubmit Technical & Financial proposals via ePADS by 11:00 a.m. on 2026-09-17. Technical proposals will be opened the same day at 11:30 a.m. in the presence of bidders or authorized representatives.
Contact & Submission AddressDaanish University Trust
Shah Jahan, Secretary
Room #227, 2nd Floor, Block‑D, Pak Secretariat, Islamabad
Tel: 051-9103915

Prospective bidders should ensure they meet all eligibility criteria and submit complete proposals through the stated electronic procurement system by the deadline.

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.

Dunya · 30 Aug 2026
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