Conducting an Alm Study and Advising on the Appointment of an Asset Manager and Depositary... Tender

LOCAL FUND FOUNDATION has floated a tender for Conducting 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 14 Nov 2024. The tender notice number is IC20241022/ALM_pub01, while the TOT Ref Number is 109082512. 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 : Conducting an Alm Study and Advising on the Appointment of an Asset Manager and Depositary for the Local Fund

Deadline : 14 Nov 2024

Other Information

Notice Type : Tender

TOT Ref.No.: 109082512

Document Ref. No. : IC20241022/ALM_pub01

Competition : ICB

Financier : Self Financed

Purchaser Ownership : Public

Tender Value : Refer Document

Purchaser's Detail

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Tender Details

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

 Tender Notice


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