RFP QuestBeta
ClosedStage · contract

National Employment Savings Trust (NEST)

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

Financial ServicesCPV 66000000 66100000
Value£260k
Deadline5 Oct 2021
Published9 May 2022
RegionLondon
Timeline
Published 9 May 2022ClosedCloses 5 Oct 2021
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.

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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.

Key requirements

What the supplier must deliver

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.

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

Buyer intelligence

Make the case to bid

Reveal who to approach at National Employment Savings Trust (NEST), and generate a go-to-market strategy from their news, accounts and people.

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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