Published date: 12 August 2022

Last edited date: 15 August 2022

Closed opportunity - This means that the contract is currently closed. The buying department may be considering suppliers that have already applied, or no suitable offers were made.


Closing: 16 September 2022, 12pm

Contract summary

Industry

  • Pension investment services - 66131100

Location of contract

England

Value of contract

£3,200,000

Procurement reference

WILTS001-DN627660-30672795

Published date

12 August 2022

Closing date

16 September 2022

Closing time

12pm

Contract start date

12 October 2022

Contract end date

11 October 2032

Contract type

Service contract

Procedure type

Open procedure

Any interested supplier may submit a tender in response to an opportunity notice.

Contract is suitable for SMEs?

No

Contract is suitable for VCSEs?

No

Description

Wiltshire Pension Fund is tendering for an investment manager to provide an investment portfolio consisting of ETF funds which attempts to track the overall strategic asset allocation return.

The portfolio will be used as source of short-term liquidity to fund capital calls and invest capital distributions from our growing allocations to private market investments. In tracking the returns of the strategic asset allocation it will also reduce cash drag on overall fund returns.

Services of trading, rebalancing and reporting would be required of any investment manager running this portfolio.

Full details and tender documentation can be found at;

http://procontract.due-north.com/Advert?advertId=68c98035-5a19-ed11-8117-005056b64545&p=696a9836-1895-e511-8105-000c29c9ba21

More information

Previous notice about this procurement

FS1580: Tender for the Provision of an Investment Manager to provide an investment portfolio of Liquid Asset-Matching Investments

  • Opportunity
  • Published 12 August 2022

About the buyer

Contact name

Bill Warden

Address

Wiltshire Council
County Hall, Bythesea Road
Trowbridge
BA14 8JN
England

Telephone

+44 3005551375

Email

procurement.clients@hants.gov.uk

Website

http://www.wiltshire.gov.uk/