Competition with a shortlist
Competitive procedure with a selection stage: suppliers were shortlisted before being invited to bid.
Key facts
- Buyer
- University of Bristol · Body governed by public law
- Value
- £13,500,000
- Procedure
- Competitive procedure with negotiation (above threshold)
- Sector
- Financial & insurance services · Pension investment services (CPV 66131100)
- Region
- South West
- Official notice
- View on Contracts Finder
- Timeline
-
- Contract date31 May 2025
- Published11 Jul 2025Published 41 days after the contract date
Description
The Trustee of the University of Bristol Pension and Assurance Scheme has decided to review the provider who manages the assets of the Scheme on a fiduciary basis. The scheme has assets of approximately 240 000 000 GBP. The appointed organisation will provide a full fiduciary management service to the Trustee of the University of Bristol Pension and Assurance Scheme (UBPAS), together with the necessary support in respect of the delivery of the investments, and operational aspects of investments, 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. Additional information: Initial c…
About the supplier
Van Lanschot Kempen Investment Management (UK) Ltd: every public contract they have won, plus their Companies House record (company 02833264).