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


Location

Victoria   :   Melbourne  

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