Competition with a shortlist
Competitive procedure with a selection stage: suppliers were shortlisted before being invited to bid.
Key facts
- Buyer
- East Sussex County Council · Regional or local authority
- Supplier
- Hymans Robertson LLP
- Value
- £750,000
- Procedure
- Call-off from a framework agreement
- Sector
- Financial & insurance services · Pension services (CPV 66520000)
- Region
- South East
- Official notice
- View on Contracts Finder
- Timeline
-
- Contract date13 Dec 2024
- Published30 Jan 2025Published 48 days after the contract date
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 …
About the supplier
Hymans Robertson LLP: every public contract they have won, plus their Companies House record (company OC310282).