Tender Details

Country: Belgium
Summary: Carrying out an Alm Study and Advising on the Appointment of an Asset Manager and Depositary for the Local Fund
BET Ref No: 98474035
Deadline: 25 Apr 2024
Financier: Self Financed
Purchaser Ownership: Government
Tender Value: Refer Document
Notice Type: Tender
Document Ref. No.: IC20240216/ALM_pub01
Purchaser's Detail:
Login to see full purchaser details. Login to see full purchaser details. Login to see full purchaser details. Login to see full purchaser details. Login to see full purchaser details. Login to see full purchaser details. Login to see full purchaser details. Login to see full purchaser details. Login to see full purchaser details.
Login to see details
Description:
The subject of this assignment is: "Conducting an ALM study and advising on the appointment of an asset manager and depository for the local fund". Explanation: The Local Fund Foundation (hereinafter referred to as the Foundation) wants a strategic long-term vision for its Fundto determine an investment policy that strikes a balance between return and risk. The development of this policy can be divided into three phases: • Carrying out an ALM study • Determining risk level and strategic asset allocation (SAA) or investment mix • Advising on the appointment ofan asset manager and a depository • Determine implementation choices, governance structure and risk management: Active/Passive management, target weighting and margins, rebalancing policy, benchmarks, permitted and prohibited investments, governance, risk management, ESG integration, reporting and auditlesson • Supervising the appointment procedure: Appointing asset manager(s) and depositary via a government contract Drawing up implementation procedures
Type: Services
Portfolio management services (66140000)
Documents:

If you are registered member, kindly login to view full details of this tender notice:

Carrying out an Alm Study and Advising on the Appointment of an Asset Manager and Depositary for the Local Fund - Belgium Tender

The LOCAL FUND FOUNDATION, a Government sector organization in Belgium, has announced a new tender for Carrying out an Alm Study and Advising on the Appointment of an Asset Manager and Depositary for the Local Fund. This tender is published on BelgiumTenders under BET Ref No: 98474035 and is categorized as a Tender. Interested and eligible suppliers are invited to participate by reviewing the tender documents and submitting their bids before the deadline on 2024-04-25.

The estimated tender value is Refer Document, and full details, including technical specifications and submission requirements, are provided in the official tender documents. Ensure all submissions meet the criteria outlined to be considered for evaluation.