---
title: "Equity Overlay / Downside Risk Management"
ocid: "ocds-b5fd17-35f9a637-bd5a-4840-b091-7c27cb4162af"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-35f9a637-bd5a-4840-b091-7c27cb4162af"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-35f9a637-bd5a-4840-b091-7c27cb4162af.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-35f9a637-bd5a-4840-b091-7c27cb4162af.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "WIRRAL COUNCIL"
published: "2023-12-22"
---

# Equity Overlay / Downside Risk Management

Buyer: WIRRAL COUNCIL  
Current stage: Award  
OCID: ocds-b5fd17-35f9a637-bd5a-4840-b091-7c27cb4162af

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-35f9a637-bd5a-4840-b091-7c27cb4162af)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-35f9a637-bd5a-4840-b091-7c27cb4162af.json)

## Summary

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.

## Notice

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

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/c0e73caf-3d35-4a99-88f2-0d289426e3ae |
| 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 |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 22 Dec 2023 |
| Submission deadline | 20 Mar 2023 |
| Future notice date | Not specified |
| Award date | 10 Oct 2023 |
| Contract period | 1 Nov 2023 - 30 Sep 2027 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £7,236,000 |
| Lots value | Not specified |
| Awards value | £7,236,000 |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Not specified |
| Awards status | Active |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | WIRRAL COUNCIL |
| Locality | WALLASEY |
| Post town | Chester |
| Postcode | CH44 8ED |
| Country | England |
| ITL 1 | TLD North West (England) |
| ITL 2 | TLD7 Merseyside |
| ITL 3 | TLD74 Wirral |
| Local authority | Wirral |
| Electoral ward | Seacombe |
| Westminster constituency | Wallasey |
| 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) |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 5 |
| Supplier names | ALLIANZ GLOBAL INVESTORS; AXA INVESTMENT MANAGERS; INSIGHT INVESTMENT MANAGEMENT (GLOBAL; MORGAN STANLEY INVESTMENT MANAGEMENT; SCHRODER INVESTMENT MANAGEMENT |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66000000 - Financial and insurance services

## Release History

- 22 Dec 2023 at 12:16 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/c0e73caf-3d35-4a99-88f2-0d289426e3ae

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/c0e73caf-3d35-4a99-88f2-0d289426e3ae
  22nd December 2023 - Awarded contract notice on Contracts Finder

## Notice URLs

- http://www.wirral.gov.uk/

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-35f9a637-bd5a-4840-b091-7c27cb4162af. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-35f9a637-bd5a-4840-b091-7c27cb4162af.json.