Hiring of Investment Advisor Separately Managed Account (SMA) — Investment Management Services

Daanish University Trust Islamabad invites qualified Asset Management Companies (AMCs) and firms to submit proposals for the hiring of an Investment Advisor to manage the Trust's endowment through a Separately Managed Account (SMA) structure. This advisory assignment involves providing investment management services without executing transactions or taking custody of funds. The Trust seeks a consultant to provide strategic and tactical asset allocation, security selection, portfolio construction, compliance monitoring, quarterly performance reporting, and regular economic outlook presentations to the Investment Committee.\n\nItems being procured:\n- Investment advisory services for SMA mandate\n- Strategic and tactical asset allocation within IPS framework\n- Security selection and portfolio monitoring\n- Compliance with credit ratings and concentration limits\n- Quarterly performance reporting and presentations\n- Attendance at quarterly Investment Committee meetings\n\nThe scope requires firms with a valid SECP license as NBFC Asset Management, active MUFAP membership, minimum AM1 AMC credit rating, at least 10 years in operation, minimum PKR 250 Billion AUM, and a strong institutional/SMA mandate track record. Firms must have clean regulatory records and submit proposals in a single-stage, two-envelope format via EPADS and hard copy. The evaluation will be based on quality and cost with an 80% technical and 20% financial weighting.\n\nThe submission deadline is September 17, 2026 at 11:00 a.m. Proposals must be delivered to the Secretary, Daanish University Trust, Room # 227, 2nd Floor, Block-D, Pak Secretariat, Islamabad. Technical proposals will be opened publicly at 11:30 a.m. on the same day. Only technically qualified firms' financial proposals will be opened later.\n\nBidders are advised to carefully review all mandatory eligibility criteria and submit complete documentation as per the RFP. One practical tip is to ensure all annexures (A to F) are properly completed and submitted to avoid disqualification. The Trust reserves the right to reject any or all proposals without assigning reasons.