Source: https://tendernation.io/opportunities/01a13c4c-c3d6-7128-af81-9e11c40d2370/request-for-quotation-for-investment-advisory-services-for-cambridgeshire-county

awarded GB open procedure Suitable for SMEs

# Request for Quotation for Investment Advisory Services for Cambridgeshire County Council

[Cambridgeshire County Council](https://tendernation.io/buyers/cambridgeshire-county-council)

Estimated value

Not stated

Published

2 Nov 2020

Deadline

Closed

23 Nov 2020

## Who can bid

- Buyer says suitable for SMEs

    The buyer ticked “suitable for SMEs” on the notice. Anyone can still bid.
- Buyer says suitable for VCSEs

    The buyer ticked “suitable for voluntary, community and social enterprises” on the notice.
- Open procedure

    Anyone can submit a full tender; there is no shortlisting stage.

[More contracts for small businesses and VCSEs](https://tendernation.io/opportunities/for-small-businesses)

## About this tender

Cambridgeshire County Council's (CCC) Commercial Vision is to: Develop a range of commercial activity which delivers financial and social return by becoming a Council which uses its assets, skills and position to generate significant levels of new income to support delivery of crucial front line services. To this end one of its key themes is Acquisition and Investments.

The objective of the investment portfolio is to acquire investments that make a secure and increasing contribution to the Authority's revenue streams in order to support the delivery of frontline services to our communities. This is achieved by;

â&#128;¢Acquiring investments that provide long term returns to support the delivery of the Council's desired outcomes;

â&#128;¢Creating a portfolio that balances risk and rewards that are aligned to the Council's risk appetite and Environmental, Social and Corporate Governance (ESG) requirements;

â&#128;¢Developing a portfolio that yields a stable income stream for the Council;

â&#128;¢Making investments in funds/assets that seek to protect the capital invested;

â&#128;¢Establishing a diverse portfolio that spreads risk and volatility by avoiding sector and geographical concentration risks;

The Authority wishes to appoint one or more Fund Managers to invest in Green Energy and Green Infrastructure Portfolio Funds or similar.

The capital expected to be available to the Fund Managers will be c Â£30m. This capital is likely to be funded as follows:

â&#128;¢c Â£20 million from Treasury Management Funds, which will be subject to Treasury Management stipulations;

â&#128;¢a further c Â£10 million (although this could increase during 2021), potentially from Capital Receipts;

Additional information:

E-Tendering portal: (access documents here): [lgss.co.uk](https://www.lgss.co.uk/services/procurement/lgss-procurement-portal/)

Title: Request for Quotation for Investment Advisory Services for Cambridgeshire County Council

### Reference no. DN508105

For technical / navigational support contact ProContract by telephone on 0330 005 0352 (9am - 5:30pm Monday to Friday) or by email to 

Read full description

## CPV classification

Financial and insurance services

Source

Contracts Finder (UK)

[View official notice](https://www.contractsfinder.service.gov.uk/notice/0478e58b-7346-4b8b-9aa6-8598e962940f)

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