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Strategic Asset Allocation Review

Details

RFx ID : 26259377
Tender Name : Strategic Asset Allocation Review
Reference # :
Open Date : Thursday, 8 September 2022 12:00 PM (Pacific/Auckland UTC+12:00)
Close Date  : Wednesday, 28 September 2022 5:00 PM (Pacific/Auckland UTC+13:00)
Tender Type : Request for Proposals (RFP)
Tender Coverage : Sole Agency  [?]
Categories :
  • 84120000 - Banking and investment
Regions:
  • New Zealand
Exemption Reason : None
Required Pre-qualifications : None
Contact : Lawrence Young
lawrence.young@publictrust.co.nz
Alternate Physical Delivery Address  :
Alternate Physical Fax Number  :
Overview

This RFP is issued by PUBLIC TRUST, a Crown Entity established pursuant to the Public Trust Act 2001.

At Public Trust we undertake a tri-annual Strategic Asset Allocation (SAA) Review for our diversified fund range, being the Public Trust Investment Service (PTIS).

We also wish to refresh our capital market return expectations on an annual basis, intra-period.