Award

Equity Overlay / Downside Risk Management

WIRRAL COUNCIL

This public procurement record has 1 release in its history.

Award

22 Dec 2023 at 12:16

Award Notice
Summary of the contracting process

The Wirral Council has awarded a contract for Equity Overlay / Downside Risk Management services on 11th October 2023. The contract is valued at £7,236,000 and runs from 1st November 2023 to 30th September 2027. The procurement process was a competitive procedure with negotiation and was conducted in the financial and insurance services industry category. The contract location is in England, United Kingdom, and the deadline for submission was on 20th March 2023.

This procurement opportunity offers a chance for businesses, particularly in the financial and insurance services sector, to engage with Wirral Council. Small and medium-sized enterprises (SMEs) are well-suited to compete for this tender. Businesses that specialize in equity overlay and downside risk management services should consider partnering with Wirral Council for potential future opportunities.

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Notice Information

Notice Title

Equity Overlay / Downside Risk Management

Notice Description

Equity Overlay / Downside Risk Management Additional information: Please note this is an award notice - Procedure was Competitive procedure with negotiation

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-35f9a637-bd5a-4840-b091-7c27cb4162af
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/c0e73caf-3d35-4a99-88f2-0d289426e3ae
Current Stage
Award
All Stages
Award

Procurement Classification

Notice Type
Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Not Specified
Procurement Method Details
Other -
Tender Suitability
SME
Awardee Scale
Large, SME

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66000000 - Financial and insurance services

Notice Value(s)

Tender Value
£7,236,000 £1M-£10M
Lots Value
Not specified
Awards Value
£7,236,000 £1M-£10M
Contracts Value
Not specified

Notice Dates

Publication Date
22 Dec 20232 years ago
Submission Deadline
20 Mar 2023Expired
Future Notice Date
Not specified
Award Date
10 Oct 20232 years ago
Contract Period
1 Nov 2023 - 30 Sep 2027 3-4 years
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Not Specified
Awards Status
Active
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
WIRRAL COUNCIL
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
WALLASEY
Postcode
CH44 8ED
Post Town
Chester
Country
England
Major Region (ITL 1)
TLD North West (England)
Basic Region (ITL 2)
TLD7 Merseyside
Small Region (ITL 3)
TLD74 Wirral
Delivery Location
TLC North East (England), TLD North West (England), TLF East Midlands (England), TLG West Midlands (England), TLH East (England), TLJ South East (England), TLK South West (England)
Local Authority
Wirral
Electoral Ward
Seacombe
Westminster Constituency
Wallasey

Supplier Information

Number of Suppliers
5
Supplier Names

ALLIANZ GLOBAL INVESTORS

AXA INVESTMENT MANAGERS

INSIGHT INVESTMENT MANAGEMENT (GLOBAL

MORGAN STANLEY INVESTMENT MANAGEMENT

SCHRODER INVESTMENT MANAGEMENT

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts. 

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