Procurement Summary
Country : Spain
Summary : Advice on Financial Investments
Deadline : 15 Mar 2024
Other Information
Notice Type : Tender
TOT Ref.No.: 80327217
Document Ref. No. : 155230-2023
Competition : ICB
Financier : Self Financed
Purchaser Ownership : Public
Tender Value : Refer Document
Purchaser's Detail
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Login to see detailsTender Details
The purpose of the contract is to offer permanent and specialized technical support to the managers of Enresa's temporary financial investment portfolio to develop its management strategy and to provide them with information that facilitates investment decision-making based onfollowing the principles of security, profitability and liquidity, in accordance with the criteria established by the Monitoring and Control Committee. The service must comply with the conditions indicated in the Technical Specifications Sheet (PPT) and will cover a set of activities that give answer totwo types of needs:- Access to current economic events and the situation and expectations of the financial markets through the daily provision of information, news and relevant data on the main economic and financial market indicators, including analysis and valuation.ration that the contractor makes of them.- The attention to queries about operations and related to the portfolio and issuance of notes and reports on tactical positioning, monitoring and analysis of credit risk, and sustainable investment criteria.
Doc Title: Financial consulting services1edf014045db26d31a02a5bbb8891997ces
Contract Type: Services
Document Type : Buyer profile
Reference Number : CO-IV-23-001
Contract Type : Services
66171000 - Financial consultancy services
Authority Type : Other
Type of Procedure : Not applicable
Regulation : European Union
Bid Type : Not applicable
Doc Title : Financial consultancy services
Dispatch Date :2023-03-10
Publish Date : 2023-03-15
Submission Date : 2024-03-15
Documents
Tender Notice