Closed
Request for Proposal for Investment Consultant
Tender ID: 560892
Tender Details
Organisation:
Tender #:
-
Status:
Closed
Publish Date:
4 July 2024
Closing Date:
2 August 2024
Tender Description
Deakin invites interested parties to submit Proposals regarding their traditional asset consulting service offering for the provision of the following scope of work:
- Strategic investment advice covering the review of investment objectives, strategic asset allocation, responsible investing and related policy statements/documents
- Preparation and agreement of an investment review program for Deakin Investment Committee scheduled meetings
- Ongoing monitoring of investment performance and external investment managers including preparation of investment reports encompassing performance, risks, asset allocation, economic update, rebalancing, responsible investing and cash flow advice