Expired contract

TEN-2122-007 - Efficient Portfolio Management Investment Services Agreement

Details

Buyer: National Employment Savings Trust (NEST) Corporation
Supplier(s): Amundi (UK) Limited
Value: GBP 260,000
Duration: 3 years
Topic: Portfolio management services
Published: 9 May 2022
Source: uk:contracts_finder

Tender description

To improve its asset allocation process, Nest procured the necessary derivative tools, namely an Efficient Portfolio Management (EPM) mandate, to be able to rebalance to its target allocation faster and more efficiently. This process was a further competition between asset managers already contracted to Nest to provide portfolio management services.

Timeline

Completed: Award published9 May 2022
Current notice
Completed: Award date25 November 2022
Completed: Contract expiry date26 April 2026

About the buyer

National Employment Savings Trust (NEST) Corporation 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

66140000 · Portfolio management services

Decision makers

Connect with the people behind this procurement.

Job title	Phone number	Work email
Head of Procurement	+44 •••• ••••••	••••••••@national-employment-savings-trust-nest-corporation.gov
Commercial Director	+44 •••• ••••••	••••••••@national-employment-savings-trust-nest-corporation.gov
Procurement Manager	+44 •••• ••••••	••••••••@national-employment-savings-trust-nest-corporation.gov
Category Lead	+44 •••• ••••••	••••••••@national-employment-savings-trust-nest-corporation.gov
Senior Buyer	+44 •••• ••••••	••••••••@national-employment-savings-trust-nest-corporation.gov
Contracts Manager	+44 •••• ••••••	••••••••@national-employment-savings-trust-nest-corporation.gov