---
title: "FS1580: Tender for the Provision of an Investment Manager to provide an investment portfolio of Liquid Asset-Matching Investments"
ocid: "ocds-b5fd17-7b781121-95bf-4d8a-abb4-459cc4a94c39"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-7b781121-95bf-4d8a-abb4-459cc4a94c39"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-7b781121-95bf-4d8a-abb4-459cc4a94c39.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-7b781121-95bf-4d8a-abb4-459cc4a94c39.json"
source: "Contracts Finder"
current_stage: "Tender"
buyer: "WILTSHIRE COUNCIL"
published: "2022-08-15"
---

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

Buyer: WILTSHIRE COUNCIL  
Current stage: Tender  
OCID: ocds-b5fd17-7b781121-95bf-4d8a-abb4-459cc4a94c39

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## Summary

The Wiltshire Council has initiated a tender process titled "FS1580: Tender for the Provision of an Investment Manager to provide an investment portfolio of Liquid Asset-Matching Investments" in the services category within the pension investment services industry. The contract, worth £3,200,000 GBP, involves providing an investment portfolio of ETF funds to track strategic asset allocation returns for short-term liquidity purposes. The tender deadline for submissions is on September 16, 2022, with the contract period set to start on October 12, 2022, and end on October 11, 2032.

This procurement opportunity by the Wiltshire Council offers a chance for investment management firms experienced in pension investment services to expand their business. Companies providing services related to trading, rebalancing, and reporting for ETF funds could find this tender particularly suitable for their expertise. The location for service delivery is set in England, United Kingdom, offering local business providers the opportunity to engage in this competitive and long-term investment management contract.

## Notice

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. 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. Full details and tender documentation can be found at; http://procontract.due-north.com/Advert?advertId=68c98035-5a19-ed11-8117-005056b64545&p=696a9836-1895-e511-8105-000c29c9ba21

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/8d531d03-9d8a-4369-97ab-c3878a2f99cf |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | Not specified |
| Awardee scale | Not specified |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 15 Aug 2022 |
| Submission deadline | 16 Sep 2022 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 11 Oct 2022 - 11 Oct 2032 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £3,200,000 |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | WILTSHIRE COUNCIL |
| Locality | TROWBRIDGE |
| Post town | Bath |
| Postcode | BA14 8JN |
| Country | England |
| ITL 1 | TLK South West (England) |
| ITL 2 | TLK7 Gloucestershire and Wiltshire |
| ITL 3 | TLK72 Wiltshire |
| Local authority | Wiltshire |
| Electoral ward | Trowbridge Central |
| Westminster constituency | South West Wiltshire |
| 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) |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66131100 - Pension investment services

## Release History

- 15 Aug 2022 at 13:24 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/8d531d03-9d8a-4369-97ab-c3878a2f99cf
- 12 Aug 2022 at 10:30 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/4a9be660-2fad-4829-b485-5dcd04fa8704

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/8d531d03-9d8a-4369-97ab-c3878a2f99cf
  15th August 2022 - Opportunity notice on Contracts Finder
- https://www.contractsfinder.service.gov.uk/Notice/4a9be660-2fad-4829-b485-5dcd04fa8704
  12th August 2022 - Opportunity notice on Contracts Finder

## Notice URLs

- http://procontract.due-north.com/Advert?advertId=68c98035-5a19-ed11-8117-005056b64545&p=696a9836-1895-e511-8105-000c29c9ba21
- http://www.wiltshire.gov.uk/

## Provenance

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