Expired contract

WSCC - JS - Transition Execution Services (West Sussex Pension Fund) (Norfolk CC - Transition Management and Implementation Services - Lot 2) - AWARD

Details

Supplier(s)
Northern Trust
Value
GBP 462,934
Duration
4 months
Topic
Pension fund management services
Published
2 July 2021

Tender description

West Sussex County Council (WSCC) is looking to appoint a Transition Manager during Q1-Q2 of 2021. In November 2020 the Joint Committee which governs the ACCESS Pool decided to add a global equity sub fund and a fixed income sub fund to the Pool. The new sub funds will not be operational until Autumn 2021 and therefore interim arrangements are being put in place to invest in existing managed funds. The objectives of the transition are to: fully redeem the legacy mandates in a cost-effective manner; maintain market exposure throughout; and invest in the funds in line with the specified allocation. This ITT is available to organisations who are listed on Lot 2 of Norfolk County Council's Framework Agreement for Transition Management and Implementation Services (OJEU Ref 2018/S 036-078874) (who are referred to from this point forward as "The Bidders"). This Tender Document contains details of: Background information in relation to the Services. The Council's requirements. The Procurement and Evaluation Process. Instructions for Bidders on how to respond to this Tender Document.

Timeline

  1. Completed: Award date25 May 2021
  2. Completed: Award published2 July 2021
    Current notice
  3. Completed: Contract expiry date30 September 2021

About the buyer

West Sussex County Council is a public sector buyer in United Kingdom publishing tenders and awards on Stotles. Explore their procurement activity and find more opportunities like this one.

Relevant CPV codes

  • 66141000 · Pension fund management services

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