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Contract Timeline
- Publication Date
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29th July 2024 13:36:42 PM
- Tender Deadline
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27th August 2024 15:00:00 PM Expired
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Contract Summary
The Trustee of the University of Bristol Pension and Assurance Scheme has decided to review the provider who manages the assets of the Scheme on a fiduciary basis. The scheme has assets of approximately 240 000 000 GBP. The appointed organisation will provide a full fiduciary management service to the Trustee of the University of Bristol Pension and Assurance Scheme (UBPAS), together with the necessary support in respect of the delivery of the investments, and operational aspects of investments, of the scheme. The appointed organisation will decide on, oversee, execute or advise on the some or all of the following: - Strategic Asset Allocation, - Tactical Asset Allocation, - Hedging Strategy Implementation, - Manager selection, - Asset class selection, - Portfolio Construction, - Managing scheme liquidity, - Fund reporting, - Trustee Education, - Portfolio Implementation, - Strategic Objectives, - Risk Budget, - Constraints, - Hedging Strategy Design. Additional information: Initial contract is 5 years with option to extend for a further 4 years in 2 year increments (5+2+2). 108 months if full term. Contract will be retendered prior to expiry date as service will continue to be required.
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Contract Details
- Open Contracting ID
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ocds-b5fd17-ba521e2e-ee35-43ba-8457-7160f33ad435
- Publication Source
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Contracts Finder
- Procurement Stage
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Tender
- Procurement Method
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Selective
- Procurement Method Details
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Competitive Procedure With Negotiation (above Threshold)
- Procurement Category
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Services
- Tender Suitability
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- Framework / DPS
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Contract Classification
- CPV Code(s)
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66131100
- CPV Division(s)
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66 - Financial and insurance services
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Awarding Authority
- Buyer Name
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Lee Bryant
- Buyer Email
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lee.bryant@bristol.ac.uk
- Buyer Phone
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01174556044
- Buyer Address
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Senate House
Bristol
BS1 5DS
England