Fiduciary Management Services for Uob Pension & Assurance Scheme Tender, United Kingdom - 104921481

Procurement Summary

Country : United Kingdom

Summary : Fiduciary Management Services for Uob Pension & Assurance Scheme

Deadline : 27 Aug 2024

Other Information

Notice Type : Tender

TOT Ref.No.: 104921481

Document Ref. No. : tender_375606/1370793

Competition : ICB

Financier : Self Financed

Purchaser Ownership : Public

Tender Value : GBP 13500000

Purchaser's Detail

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Tender Details

The Trustee of the University of Bristol Pension and Assurance Scheme has decided to review the provider who manages the assets of the Scheme on a fiduciary basis. The scheme has assets of approximately 240 000 000 GBP. The appointed organisation will provide a full fiduciary management service to the Trustee of the University of Bristol Pension and Assurance Scheme (UBPAS), together with the necessary support in respect of the delivery of the investments, and operational aspects of investments, of the scheme.



The appointed organisation will decide on, oversee, execute or advise on the some or all of the following:



- Strategic Asset Allocation,

- Tactical Asset Allocation,

- Hedging Strategy Implementation,

- Manager selection,

- Asset class selection,

- Portfolio Construction,

- Managing scheme liquidity,

- Fund reporting,

- Trustee Education,

- Portfolio Implementation,

- Strategic Objectives,

- Risk Budget,

- Constraints,

- Hedging Strategy Design.
Location Of Contract : Any region, South West
Industry : Pension investment services - 66131100
Value Of Contract : £13, 500, 000
Published Date : 29 July 2024
Closing Date : 27 August 2024

Documents

 Tender Notice