LOCAL FUND FOUNDATION has floated a tender for Carrying out an Alm Study and Advising on the Appointment of an Asset Manager and Depositary for the Local Fund. The project location is Belgium and the tender is closing on 25 Apr 2024. The tender notice number is IC20240216/ALM_pub01, while the TOT Ref Number is 98474035. Bidders can have further information about the Tender and can request the complete Tender document by Registering on the site.

Expired Tender

Procurement Summary

Country : Belgium

Summary : Carrying out an Alm Study and Advising on the Appointment of an Asset Manager and Depositary for the Local Fund

Deadline : 25 Apr 2024

Other Information

Notice Type : Tender

TOT Ref.No.: 98474035

Document Ref. No. : IC20240216/ALM_pub01

Competition : ICB

Financier : Self Financed

Purchaser Ownership : Public

Tender Value : Refer Document

Purchaser's Detail

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Tender Details

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

 Tender Notice