RFP QuestBeta
Awarded · ResultStage · contract

KENT COUNTY COUNCIL

Investment Consultancy Management Service

Financial ServicesCPV 66000000
Value£800k
Awarded17 Oct 2022
Published16 Dec 2022
RegionSouth East
Outcome — awarded

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

Contract value in context
£800ktotal 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

will provide an investment consultancy services to the Kent Pension Fund (KPF).

The supplier will be expected to allocate senior staff to the fund to carry out consultancy services, which will cover the below: - Review of investment strategy. - Delivery of investment training as and when required, this will include introductory training for a cohort of new Members or bespoke training concerning a particular investment issue. - Monitoring of investment implementation. - Quarterly reporting including. o Market background o Performance of the Fund and that of the individual fund managers including reference to risk taken to generate returns. o Ratings for individual managers o Quarterly investment outlook o Ongoing monitoring of the active managers and private equity managers o Climate risk performance and Environmental, social and corporate governance (ESG) ratings for individual managers/mandates - Provision of a quarterly report on the performance and effectiveness of the Fund Equity Protection programme. - Advising on controlling investment costs. - Advice on the further development and implementation of the Funds Responsible Investment Policy. - Supporting the provision of periodic Task Force on Climate-related Financial Disclosures (TCFD) reporting. - Provision of climate scenario analysis. - Provision of a quality research service. - Advising on the investment market and solutions based on application of current market intelligence. - Advice to officers and Members on the appropriate investment strategy. - Advising on the pooling agenda and pooling of investment assets. - Advising on LGPS regulations. - Assistance with preparation of the Funds Investment Strategy Statement (ISS).

This was procured by the LGPS Investment Management Consultancy Services 2022 - LOT 1.

Key requirements

What the supplier must deliver

01

Will provide an investment consultancy services

will provide an investment consultancy services to the Kent Pension Fund (KPF).

02

The supplier will be expected to allocate

The supplier will be expected to allocate senior staff to the fund to carry out consultancy services, which will cover the below:.

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

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Source & provenance
OCID
63a89bb6-f9dd-424a-a83e-2265b263a814
Stage
contract · Contract
Source
Contracts Finder
Buyer ref
SC220242
View the original notice on Contracts Finder

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

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