Investment Advisor
This is a contract result notice, not an open opportunity. Details from the official award data.
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.
a.
Provide ongoing investment advice on the performance of the external fund manager b.
Provide independent advice on major specific investment decisions which may be considered by the Committee from time to time, including an assessment of the associated risks. c.
Carry out an annual independent review/health-check of our investment arrangements in the light of prevailing market conditions and recommend any changes in approach as necessary d.
Provide advice on Strategic (i.e long term) Asset Allocation
What the supplier must deliver
Provide ongoing investment advice on the performance
Provide ongoing investment advice on the performance of the external fund manager.
Provide independent advice on major specific investment
Provide independent advice on major specific investment decisions which may be considered by the Committee from time to time, including an assessment of the associated risks.
Provide advice on Strategic (i.e long term)
Provide advice on Strategic (i.e long term) Asset Allocation.
Derived from the notice text — always confirm against the original documents.
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- OCID
- 8f7dfb6d-54b8-4b3f-9aaf-c7ff8fb89faf
- Stage
- contract · Contract
- Source
- Contracts Finder
- Buyer ref
- MT227593
Contains public sector information licensed under the Open Government Licence v3.0. Source data © Crown copyright.
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