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Investment Advisor for Daanish University Endowment Fund Management
Active Tender
Closing Date:
2026-09-17
2026-09-17
Tender Overview
- Category
- Financial & Insurance Services
- Sector
- Consultancy
- Tender Type
- Consultancy
- Procurement Method
- Single Stage Two Envelope
- Submission Method
- Proposals must be submitted on EPADS 2.0 portal
- Source Name
- Newspaper
Location & Dates
- City
- Islamabad
- Province
- Islamabad Capital Territory
- Country
- Pakistan
- Publish Date
- 2026-08-31
- Closing Date
- 2026-09-17
- Created At
- 2026-08-31 02:07:58
Contact & Websites
- Contact Person
- Shah Jehan, Secretary
- Contact Phone
- 051-9103915
- Website
- ppra.org.pk
- Original Source
- https://tribune.com.pk/epaper/news/Karachi/2026-08-29/NjA2NWMWmMjExODBjZTE2MGI1NDA4OTA4Zjg5ZjZjZmYuanBlZw
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Tender Document

Tender Description
Daanish University Trust in Islamabad is seeking a professional investment advisor to manage its Endowment Fund through a Separately Managed Account (SMA) structure. The Trust is an emerging institution offering STEAM education and aims to develop graduates with strong fundamentals and ethical grounding.
Items being procured:
- Investment advisory services for prudent management of Endowment Fund
- Preservation of capital in real terms
- Maintaining liquidity for operational and strategic needs
- Achieving sustainable long-term returns above inflation
- Prudent diversification and risk minimization
- Strengthening institutional investment governance and oversight
The role requires firms to have a valid SECP license for asset management and investment advisory, active MUFAP membership, AMC rating of AM1 or above, at least ten years of operation, total AUM of PKR 250 billion, and a clean regulatory record with no SECP sanctions in the past five years. The advisory services will cover equity and fixed income fund performance over the last ten years, investment team experience, and fund snapshots.
Proposals must be submitted through the Single Stage Two Envelope Procedure using the Quality and Cost Based Selection (QCBS) method as per PPRA regulations. The deadline for submission is **11:00 a.m. on Thursday, 17 September 2026** via EPADS 2.0 portal. Technical and financial proposals will be opened the same day at 11:30 a.m. at the Daanish University Trust office, Room # 227, 2nd Floor, Block-D, Pak Secretariat, Islamabad.
A practical tip for bidders: Ensure your firm's MUFAP membership and AMC rating documentation are up to date and clearly included in the technical proposal to avoid disqualification. Also, familiarize yourself with the PPRA e-Pak Procurement Regulations 2023 to comply fully with submission requirements.
