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
Name :Login to see tender_details
Address : Login to see tender_details
Email : Login to see tender_details
Login to see detailsTender 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