Source: https://tendernation.io/opportunities/01a13c23-d2d6-7324-beff-d0a04850003d/fiduciary-management-services-for-uob-pension-assurance-scheme

awarded GB restricted procedure

# Fiduciary Management Services for UoB Pension & Assurance Scheme

[University of Bristol](https://tendernation.io/buyers/university-of-bristol)

Estimated value

£8,000,000

Published

22 Mar 2017

Deadline

Closed

24 Mar 2017

## About this tender

The Trustees of the University of Bristol Pension and Assurance Scheme decided to appoint a provider

to manage the assets of the Scheme on a fiduciary basis.

The University of Bristol was instructed by the Trustees of the Scheme to run a tender process with the

intention of identifying and awarding a contract to the most economically advantageous tender. The

decision to award a contract to the highest scoring bidder was made by the Scheme's Trustees.

The scheme has assets of approximately £300M. The appointed organisation will provide a full fiduciary

management service to the Trustees of the University of Bristol Pension and Assurance Scheme (UBPAS),

together with the necessary support in respect of the delivery of the administration 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.

## CPV classification

Pension fund management services

Source

Contracts Finder (UK)

[View official notice](https://www.contractsfinder.service.gov.uk/notice/5c5fcdad-812f-4f20-a7ab-0f9bd954194c)

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