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ESCC JS Pension Investment Management Consultancy

East Sussex County Council Published 30 Jan 2025 Contracts Finder
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£750,000
Statuscomplete
Category (CPV) 66520000
Deadline10 Oct 2024
Contract start1 Feb 2025
Contract end31 Jan 2028
Procedureselective
SME suitableNo
OCIDocds-b5fd17-cd15e938-4067-4d4f-a372-956b360f0090

Award

SupplierValueDateStatus
Hymans Robertson LLP £750,000 13 Dec 2024 active

description

This contract has been awarded.

The supplier will provide investment consultancy services to the East Sussex Pension Fund which include:

Review of asset allocation, investment strategy and investment management structure
Working with the Fund Actuary to undertake asset liability modelling as required
Monitoring and reporting of investment managers and producing quarterly reports based on data provided by the measuring company or incorporating other third party reporting as may be required in a cost-effective manner.
Attendance at meetings as required
Providing training to Members and officers as required
Advising on the Statement of Investment Principles
Advising on the Pension Fund Annual Report
Advising on controlling investment costs including fees and transaction related costs
Advising on alternative investments
Advising on Corporate Governance and Socially Responsible Investment policies
Advising on Manager selection
Advising on investment markets and the outlook for different asset classes

notice history

1 notice published against this procurement.

PublishedTypeRegimeNotice
30 Jan 2025 Award (award) · 5a1e5392-7e5f-419e-abb9-f20295163d64-821661

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