Independent Investment Adviser Services

A Tender Notice
by LONDON BOROUGH OF BROMLEY

Source
Find a Tender
Type
Contract (Services)
Duration
6 year
Value
£210K
Sector
BUSINESS
Published
31 Oct 2025
Delivery
01 Apr 2026 to 31 Mar 2032
Deadline
01 Dec 2025 12:00

Concepts

Location

Geochart for 1 buyers and 0 suppliers

1 buyer

Description

The Adviser must produce quarterly analyses and recommendations for the Pensions Committee meetings, attend the Committee meetings in person to brief the Committee on performance. Recommendations will be related to changes in the investment asset allocations and other matters as detailed in the Service Description section below. The adviser will give an opinion on Bromley's investments in equities, bonds, property, and other asset classes at key dates, and support the committee in scrutinising investment managers' performance. Furthermore, the adviser will be expected to maintain and update Bromley's climate change annual report.

Award Criteria

Cost _
Quality 1. Firm Overview & LGPS Experience 10% 2. Team Credentials & Specialist Knowledge 10% 3.1. Governance/Client Engagement & Conflicts of Interest (a) 10% 3.2. Governance/Client Engagement & Conflicts of Interest (b) 5% 4. Investment Beliefs & Strategy 15% 5.1. Asset Allocation & Risk Management (a) 9% 5.2. Asset Allocation & Risk Management (b) 6% 6.1. Pooling & Responsible Investment (a) 7% 6.2. Pooling & Responsible Investment (b) 3% 7.1. Performance Measurement & Monitoring (a) 5% 7.2. Performance Measurement & Monitoring (b) 5% 8. Innovation and Value for Money 15%

CPV Codes

  • 66131100 - Pension investment services

Other Information

** PREVIEW NOTICE, please check Find a Tender for full details. **

Reference

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