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Investment Advisor for Daanish University Endowment Fund Management

Active Tender
Closing Date:
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

Tender Document

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.
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