RFP QuestBeta
Awarded · ResultStage · contract

East Sussex County Council

ESCC JS Pension Investment Management Consultancy

Financial ServicesCPV 66520000
Value£750k
Awarded10 Oct 2024
Published30 Jan 2025
RegionNationwide
Outcome — awarded

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

Contract value in context
£750ktotal contract value
median £150k
this tender£0£4.7m

This is a large award for Financial & Insurance Services — above three-quarters of comparable contracts. Based on 8,013 valued Financial & Insurance Services tenders in our corpus.

The brief

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

Key requirements

What the supplier must deliver

01

The supplier will provide investment consultancy services

The supplier will provide investment consultancy services to the East Sussex Pension Fund which include:.

Derived from the notice text — always confirm against the original documents.

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Source & provenance
OCID
5a1e5392-7e5f-419e-abb9-f20295163d64
Stage
contract · Contract
Source
Contracts Finder
Buyer ref
11536
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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