Transition Manager to Facilitate the In-Specie Transfer of Pension Fund Assets
The value below is a framework or dynamic market ceiling: the maximum
that could be spent across all call-offs, not the value of a single contract.
Aggregate figures on this site exclude these to avoid double counting.
key details
| Value | £119,000 |
|---|---|
| Status | complete |
| Category (CPV) | 66141000 |
| Region | West Midlands |
| Deadline | 25 Jan 2025 |
| Contract start | 10 Mar 2025 |
| Contract end | 28 Mar 2025 |
| Procedure | selective |
| SME suitable | Yes |
| OCID | ocds-b5fd17-0542a4f4-eeb7-4dd2-9f82-2c1279f70ade |
Award
| Supplier | Value | Date | Status |
|---|---|---|---|
| Macquarie Capital | £119,000 | 5 Mar 2025 | active |
description
The following services are to be delivered for the transition:
| 1. | Provision of transition management services for a sustainable global equities portfolio including project management, cost effective trade execution and efficient risk management; |
| 2. | Provision of cost-effective foreign exchange management during the transition of non-GBP assets, including forex hedging and netting where possible/applicable; |
| 3. | Provision of assistance in minimising the effects of performance drag from holding cash (for the purposes of managing expenses, cash flows and collateral) during transition through the prudent management of cash; |
| 4. | Provision of assistance in the management of cost-effective, high quality execution of transition-related trades through the delivery of trading activity in global equities; |
| 5. | Provision of detailed, transparent transition cost information Attendance at meetings, albeit virtually, as required by the Customer |
notice history
1 notice published against this procurement.
| Published | Type | Regime | Notice |
|---|---|---|---|
| 6 Mar 2025 | Award update (awardUpdate) | · | f5a70a2e-a382-4cea-9b89-00e1c31f769c-832152 |
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source
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