Published date: 16 December 2022
Last edited date: 30 March 2023
Awarded contract - This means that the contract has been awarded to a supplier.
Contract summary
Industry
Financial and insurance services - 66000000
Location of contract
South East
Value of contract
£800,000 to £850,000
Procurement reference
SC220242
Published date
16 December 2022
Closing date
17 October 2022
Closing time
12pm
Contract start date
19 December 2022
Contract end date
19 December 2025
Contract type
Service contract
Procedure type
Call-off from a framework agreement
A mini-competition or direct purchase from a pre-established framework agreement.
Contract is suitable for SMEs?
No
Contract is suitable for VCSEs?
No
Description
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.
More information
Additional text
-
This was procured by the LGPS Investment Management Consultancy Services 2022 - LOT 1.
Award information
Awarded date
16 December 2022
Contract start date
19 December 2022
Contract end date
19 December 2025
Total value of contract
£800,000
This contract was awarded to 1 supplier.
MERCER LIMITED
Address
1 Tower Place West Tower Place
L2 2QH
GBReference
Companies House number: 00984275
Supplier is SME?
No
Supplier is VCSE?
No
About the buyer
Contact name
Alex Whelan
Address
County Hall
MAIDSTONE
ME141XX
England
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Closing: 17 October 2022, 12pm
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