VACANCY: RECRUITMENT OF A FUND MANAGER FOR PPAG STAFF TIER 3 PENSION SCHEME

                                                  VACANCY ANNOUNCEMENT

                   RECRUITMENT OF A FUND MANAGER FOR PPAG STAFF TIER 3 PENSION SCHEME

The Planned Parenthood Association of Ghana (PPAG), LBG invites proposals from reputable, qualified and duly licensed fund management firms to manage its Staff Tier 3 Pension Scheme.

PPAG is committed to the financial security and long-term retirement well-being of its employees. We are therefore seeking an experienced Fund Manager with the expertise, integrity and capacity to manage the Scheme’s investments prudently, deliver competitive risk-adjusted returns and safeguard members’ retirement benefits.

KEY RESPONSIBILITIES

The selected Fund Manager will be responsible for:

• Developing and implementing an appropriate investment strategy in consultation with PPAG.
• Managing and diversifying investments to achieve sustainable returns within acceptable risk levels.
• Providing professional investment advice, market updates and recommendations on asset allocation.
• Monitoring investment performance and ensuring compliance with applicable pension laws, regulations and approved investment guidelines.
• Preparing regular investment performance, portfolio valuation, asset allocation, risk and compliance reports.
• Supporting staff through pension education and engagement sessions to improve their understanding of Tier 3 pensions and retirement benefits.
• Maintaining accurate records, protecting confidential information and promptly communicating significant investment risks to PPAG.

MINIMUM QUALIFICATIONS AND ELIGIBILITY REQUIREMENTS

Interested firms must:

• Be legally registered and authorised to operate in Ghana.
• Hold a valid licence or approval from the relevant regulatory authority to provide pension fund management services.
• Have sound financial standing, adequate institutional capacity and qualified investment professionals.
• Demonstrate appropriate investment management, risk management, compliance and reporting systems.
• Have a proven track record of delivering competitive and sustainable investment returns.
• Maintain appropriate internal controls and governance structures, with no known regulatory sanctions or unresolved material compliance issues that would affect their ability to perform the assignment.

REQUIRED EXPERIENCE

Applicants must demonstrate:

• A minimum of five (5) years’ experience in fund management or pension fund management.
• Relevant experience managing Tier 3 pension schemes or comparable long-term investment portfolios.
• Experience serving corporate or institutional clients.
• A sound understanding of Ghana’s pension and investment environment.
• Experience providing investment advisory services and pension education to scheme members.

KEY DELIVERABLES

The successful Fund Manager will be expected to provide:

1. A proposed investment strategy for the Scheme.
2. Portfolio valuation and asset allocation reports, at least every quarter.
3. Monthly, quarterly and annual investment performance reports.
4. Investment benchmark comparison reports, at least annually.
5. Investment risk and regulatory compliance reports, at least every quarter.
6. Market outlook and investment advisory reports, at least every quarter.
7. An annual investment review and statement/report on the performance of the Scheme’s investments.
8. Staff pension education and engagement sessions, as agreed with PPAG.
9. Other relevant reports and information reasonably requested by PPAG.

DURATION OF ENGAGEMENT

The initial engagement will be for three (3) years, subject to satisfactory performance, applicable regulatory requirements and the terms of the contract.

APPLICATION REQUIREMENTS

Interested firms should submit a comprehensive proposal containing:

• Company profile: Background, legal and regulatory status, ownership structure, licences, certifications and contact details.
• Technical proposal: Understanding of the assignment, investment strategy, asset allocation, risk management, governance, compliance, reporting and implementation plan.
• Relevant experience: Details of similar assignments, institutional clients where disclosure is permitted, duration of engagements and evidence of Tier 3 pension fund management experience.
• Client references: References from at least three (3) relevant clients.
• Financial proposal: Management fees, applicable charges, expenses, taxes and any performance-related fees.

SUBMISSION OF PROPOSALS

Interested and eligible firms are invited to submit their proposals electronically and/or in hard copy, 

The Ag. Executive Director
Planned Parenthood Association of Ghana (PPAG)
P.O. Box AN 5756, Accra North
Naasia Road, Lartebiokoshie, Accra
GPS: GA 364-0745
Tel: 0302 310369 / 0302 310454

All submissions should be clearly marked:

“PROPOSAL FOR THE MANAGEMENT OF PPAG STAFF TIER 3 PENSION SCHEME”

Submission deadline: 30^th November, 2026

Email: fundmanager@ppag-gh.org

Enquiries: 0543776919

PPAG reserves the right to accept or reject any proposal, cancel the procurement process or decline to appoint any Fund Manager, subject to applicable requirements and PPAG policies.

PLANNED PARENTHOOD ASSOCIATION OF GHANA (PPAG), LBG

Promoting the financial security and long-term retirement well-being of our employees.