Source: https://tendernation.io/opportunities/01a13c4f-9cee-73cb-8e3c-911536ada4ca/provision-of-an-investment-consultancy-service-for-buckinghamshire

awarded GB open procedure Suitable for SMEs

# Provision of an Investment Consultancy Service for Buckinghamshire

[Buckinghamshire Council](https://tendernation.io/buyers/buckinghamshire-council)

Estimated value

£804,000

Published

12 Nov 2020

Deadline

Closed

24 Aug 2020

## Who can bid

- Buyer says suitable for SMEs

    The buyer ticked “suitable for SMEs” on the notice. Anyone can still bid.
- Open procedure

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

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## About this tender

Buckinghamshire Council are using the National LGPS Framework for Investment Management Consultancy Services Primarily in Support of the Local Government Pension Scheme (NCCT41358) LOT 1 - Investment Consultancy Services

Buckinghamshire Council is looking to procure Investment Consultancy services.

Buckinghamshire Pension Fund (the Fund) is part of the Local Government Pension Scheme (LGPS) and is administered by Buckinghamshire Council. Organisations participating in the Fund include the County Council, Milton Keynes Council, the parish Councils of Buckinghamshire, Thames Valley Police, Buckinghamshire Fire and Rescue Service, and other scheduled and admitted bodies. Teachers, fire fighters and police officers, for whom separate pension schemes apply, are excluded from the Pension Fund.

Buckinghamshire Council are looking to appoint an Investment Consultant for their LGPS Buckinghamshire Pension Fund. We would expect the consultants to provide a wide range of advisory services in relation to investment management support services, including, but not limited to the following:-

Review of investment strategy including strategic and tactical asset allocation to include a full range of asset classes including alternative investments and emerging products and services;

investment beliefs;

the use of overlays;

risk budgeting;

setting appropriate performance targets and benchmarks;

research etc.

Working with the Fund Actuary to undertake asset liability modelling as required;

Working with the Fund Actuary on an on-going basis in respect of the integrated management of fund assets and liabilities;

Advising on the Investment Strategy Statement and other statutory policy or reporting requirements including monitoring, reporting and assessment of investment management service providers.

The contract will be awarded initially for 3 years with a possibility to extend for a further three years Tenders must be returned via the Buckinghamshire Business Portal. The tender return date is midday on Monday 24th August 2020. Tenders received after this time and date will not be accepted.

Read full description

## CPV classification

Pension services

Source

Contracts Finder (UK)

[View official notice](https://www.contractsfinder.service.gov.uk/notice/23b3a15f-596e-4d47-9e80-79db57c98ba5)

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