ESCC JS Pension Investment Management Consultancy

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Estimated value

£750k

Awarded value

£750k

Awarded 13 Dec 2024

Suppliers

1

Lots

1

1 awarded

Published

30 Jan 2025

Deadline 10 Oct 2024

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