The Request For Proposal Asset Management document is utilized when organizations seek to formally solicit asset management services in Belgium. It is particularly relevant for institutional investors, pension funds, insurance companies, and public entities looking to appoint new asset managers or review existing arrangements. The document must comply with Belgian financial regulations, including FSMA requirements and EU directives such as MiFID II and AIFMD. It typically includes comprehensive information about investment objectives, current portfolio structure, operational requirements, and selection criteria. The RFP process in Belgium requires careful attention to both local and EU procurement rules, especially when the issuing entity is subject to public procurement regulations. This document type is essential for ensuring a transparent, fair, and compliant selection process while gathering detailed information about potential asset management providers' capabilities and proposed solutions.
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1. 1. Introduction: Overview of the organization issuing the RFP and general context of the asset management mandate
2. 2. Timeline and Process: Key dates, deadlines, and detailed procurement process including Q&A procedures
3. 3. Scope of Services: Detailed description of the asset management services required, including asset classes, investment objectives, and constraints
4. 4. Current Situation: Description of current asset allocation, portfolio structure, and relevant background information
5. 5. Requirements: Minimum qualifications, regulatory requirements, and mandatory criteria for potential providers
6. 6. Questionnaire: Detailed questions covering organization, investment process, risk management, ESG approach, and other relevant areas
7. 7. Selection Criteria: Explanation of evaluation methodology and scoring system
8. 8. Submission Requirements: Format, content, and delivery instructions for proposals
9. 9. Terms and Conditions: Legal framework, confidentiality requirements, and general conditions of the RFP process
10. 10. Contact Information: Details of procurement contact person and communication protocols
1. ESG Requirements: Detailed section on sustainability and ESG requirements when the mandate has specific ESG focus
2. Performance Reporting Requirements: Specific section on reporting requirements when custom reporting needs exist
3. Technology Requirements: Section detailing required technological capabilities and integrations when specific systems or platforms must be used
4. Transition Management: Section covering transition requirements when there are existing assets to be transferred
5. Fee Structure Guidelines: Detailed fee structure requirements when specific fee arrangements are preferred
6. Local Presence Requirements: Requirements for local office or staff when relevant to the mandate
1. Schedule A - Current Portfolio Overview: Detailed breakdown of current portfolio structure and assets
2. Schedule B - Investment Guidelines: Detailed investment restrictions, limits, and guidelines
3. Schedule C - Required Forms: Standard forms to be completed by respondents
4. Schedule D - Draft Investment Management Agreement: Proposed terms of the investment management agreement
5. Schedule E - Fee Proposal Template: Standardized template for fee proposals
6. Schedule F - Performance Requirements: Detailed performance objectives and benchmarks
7. Schedule G - Compliance Requirements: Detailed regulatory and compliance requirements
8. Schedule H - Data Room Access Procedures: Instructions for accessing additional information in data room if applicable
9. Appendix 1 - Declaration of Honor: Standard declarations regarding eligibility and compliance
10. Appendix 2 - Confidentiality Agreement: Non-disclosure agreement to be signed by participants
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