ESCC JS Pension Investment Management Consultancy
Estimated value
£750k
Awarded value
£750k
Suppliers
1
Lots
1
Published
30 Jan 2025
Description
This contract has been awarded. The supplier will provide investment consultancy services to the East Sussex Pension Fund which include: • Review of asset allocation, investment strategy and investment management structure • Working with the Fund Actuary to undertake asset liability modelling as required • Monitoring and reporting of investment managers and producing quarterly reports based on data provided by the measuring company or incorporating other third party reporting as may be required in a cost-effective manner. • Attendance at meetings as required • Providing training to Members and officers as required • Advising on the Statement of Investment Principles • Advising on the Pension Fund Annual Report • Advising on controlling investment costs including fees and transaction related costs • Advising on alternative investments • Advising on Corporate Governance and Socially Responsible Investment policies • Advising on Manager selection • Advising on investment markets and the outlook for different asset classes
Scope
- Reference
- 11536
- Total value
- £750,000 excluding VAT
- Commercial tool
- Standalone contract
- Contract dates
- 01 Feb 2025 to 31 Jan 2028
- CPV classifications
- 66520000
Submission & procedure
- Submission deadline
- 10 Oct 2024, 11:00 am
Award details
Awarded supplier(s), contract period and value as published in the award notice.
Awarded value
£750k
Award date
13 Dec 2024
Contract start
01 Feb 2025
Contract end
31 Jan 2028