FS1580: Tender for the Provision of an Investment Manager to provide an investment portfolio of Liquid Asset-Matching Investments

Concepts

• pension investment
• trowbridge
• wiltshire pension fund
• provision of an investment manager
• liquid asset
• investment portfolio consisting of etf funds
• investment manager
• overall strategic asset allocation return
• source of short-term liquidity
• portfolio

Location

Wiltshire CC:

Description

Wiltshire Pension Fund is tendering for an investment manager to provide an investment portfolio consisting of ETF funds which attempts to track the overall strategic asset allocation return.

Total Quantity or Scope

The portfolio will be used as source of short-term liquidity to fund capital calls and invest capital distributions from our growing allocations to private market investments. In tracking the returns of the strategic asset allocation it will also reduce cash drag on overall fund returns. Services of trading, rebalancing and reporting would be required of any investment manager running this portfolio.

Award Criteria

CPV Codes

• 66131100 - Pension investment services

Indicators

• This is a one-off contract (no recurrence)
• Renewals are not available.
• Professional qualifications are sought.
• Technical restrictions apply.

Other Information

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