Investment Advisory and Management Services (RFT)
Tender ID: 458215
Tender Details
Tender Description
The Royal Australasian College of Surgeons (RACS), a non-profit organisation, and leading advocate for surgical standards, professionalism and surgical education in Australia and New Zealand invites suitably experienced and qualified businesses to tender for the management of its investment portfolio.
The portfolio of financial assets is valued in excess of $70 million and comprises of working capital reserves, foundation corpus assets and external funds received in advance of contracts.
Key deliverables include:
*Provision of Investment Advisory services identifying and determining the best investment options and strategies.
*Management of investment portfolio in compliance with Investment Policy providing strong governance and ensuring compliance with prevailing legislation and regulations.
*Comprehensive reporting on the performance relative to objectives, portfolio valuation and threshold risk management.
*Attendance at Council and Committee meetings providing Fund Manager and market commentary and investment narrative.
For other assistance contact Natasha Farrell
Email: natasha.farrell@surgeons.org Mobile: 0434 210 098
The Request for Tender will close at 4pm Friday 16 July 2021
Submissions will be recorded using the Online Evaluation Form. Please ensure all online submissions are completed and allow sufficient time to upload documents BEFORE the Tender closes.