RFP QuestBeta
Awarded · ResultStage · contract

National Employment Savings Trust (NEST)

TEN-2122-007 - Efficient Portfolio Management Investment Services Agreement

Financial ServicesCPV 66000000 66100000
Value£260k
Awarded5 Oct 2021
Published9 May 2022
RegionLondon
Outcome — awarded

This is a contract result notice, not an open opportunity. Details from the official award data.

Contract value in context
£260ktotal contract value
median £150k
this tender£0£4.7m

This sits in the upper-middle of the Financial & Insurance Services band — a substantial contract for the sector. Based on 8,013 valued Financial & Insurance Services tenders in our corpus.

The brief

To improve its asset allocation process, Nest procured the necessary derivative tools, namely an Efficient Portfolio Management (EPM) mandate, to be able to rebalance to its target allocation faster and more efficiently.

This process was a further competition between asset managers already contracted to Nest to provide portfolio management services.

Requirements

What the notice asks for

01

To improve its asset allocation process, Nest

To improve its asset allocation process, Nest procured the necessary derivative tools, namely an Efficient Portfolio Management (EPM) mandate, to be able to rebalance to its target allocation faster and more efficiently.

02

This process was a further competition between

This process was a further competition between asset managers already contracted to Nest to provide portfolio management services.

Sentences from the notice that state an obligation, surfaced automatically and shown in the order they appear. Not an exhaustive list — always confirm against the tender documents.

Buyer intelligence

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Source & provenance
OCID
08a5e7df-46ec-48f8-be1f-c37763872a1b
Stage
contract · Contract
Source
Contracts Finder
Buyer ref
tender_285195/1067961
View the original notice on Contracts Finder

Contains public sector information licensed under the Open Government Licence v3.0. Source data © Crown copyright.

Market context

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