Tender Details

Country: Belgium
Summary: Conducting an Alm Study and Advising on the Appointment of an Asset Manager and Depositary for the Local Fund
BET Ref No: 109082512
Deadline: 14 Nov 2024
Financier: Self Financed
Purchaser Ownership: Government
Tender Value: Refer Document
Notice Type: Tender
Document Ref. No.: IC20241022/ALM_pub01
Purchaser's Detail:
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Description:
This assignment has the subject: "Performing an ALM study and advising on the appointment of an asset manager and depositary for the local fund". Explanation: The Lokaal Fund Foundation (hereinafter referred to as the Foundation) wishes to determine a strategic vision of the long -term investment policy for its fund in which a balance is found between returns and risk. The development of this policy can be divided into three phases: • Performing an ALM study • Determining risk level and strategic asset-allocation (SAA) or investment mix • Advising on the appointment of an asset manager and a depository • Determining implementation choices, governance structure structure and risk management: Active/Passive Management, Streefsbeezing and Marges, Herbalance Policy, Benchmarks, permitted and unpunished investments, governance structure, risk management, ESG integration, reporting and controls • Supervising appointment procedure: appointment of the Assessment of Implementation and Depositary Deposit
Type: Services
Portfolio Management Services (66140000)
Documents:

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Conducting 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 Conducting 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: 109082512 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 2024-11-14.

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.