Investment Consulting Services Tender for NHBRC in Gauteng

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Description

REQUEST FOR QUOTATION: APPOINTMENT OF A SUITABLE SERVICE PROVIDER TO PROVIDE INVESTMENT CONSULTING SERVICES FOR A PERIOD OF TWELVE (12) MONTHS TO THE NHBRC HEAD OFFICE

What this tender is about

The National Home Builders Registration Council (NHBRC) is seeking a service provider to offer investment consulting services for its Head Office in Sunninghill, Gauteng. The contract will be for a period of twelve (12) months. The scope of work includes managing and reviewing investment strategies, providing strategic advice, overseeing asset liability modelling, and facilitating the selection and monitoring of asset managers. Bidders must meet mandatory requirements, including registration with the Financial Advisory and Inter-Mediary Act of 2002. Submissions are to be made via email by the closing date of 26 November 2026 at 11:00 AM.

Scope of work

• Manage and review the investment strategy for alignment with the NHBRC Warranty Fund's risk profile, funding needs, and return objectives.
• Facilitate and guide the Council in selecting appropriate asset managers to achieve investment strategy results and monitor their compliance and performance.
• Provide automated quarterly reports on fund market value, investment changes, performance against benchmarks, and asset manager fees.(APPOINTMENT OF A SUITABLE SERVICE ..., section Prepare dashboards and reports which include, but are not li)

Important requirements

• The bidder must provide the team involved in the assignment, including CVs and certified qualifications, with the Team Leader requiring specific degree qualifications and experience.(APPOINTMENT OF A SUITABLE SERVICE ..., section PART 1)
• Bidders must demonstrate company experience in consulting services on investment fund management, supported by a company profile and a list of relevant projects.(APPOINTMENT OF A SUITABLE SERVICE ..., section PART 1)

How to submit

• Quotations must be submitted via email to [contact on the official notice] by the closing date and time.

What is in the documents

• APPOINTMENT OF A SUITABLE SERVICE PROVIDER TO PROVIDE INVESTMENT CONSULTING SERVICES FOR A PERIOD OF TWELVE (12) MONTHS TO THE NHBRC HEAD OFFICE.docx

  This document outlines the Request for Quotation (RFQ) for investment consulting services for the NHBRC Head Office. It details the background of NHBRC, the purpose of the RFQ, the scope of work, contract duration, reporting requirements, and evaluation criteria, including...

Tender documents (1)

• DOCAPPOINTMENT OF A SUITABLE SERVICE PROVIDER TO PROVIDE INVESTMENT CONSULTING SERVICES FOR A PERIOD OF TWELVE (12) MONTHS TO THE NHBRC HEAD OFFICE.docx

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