---
title: "Survey research to inform a potential investigation into the market for investment advisory and fiduciary management services to institutional investors"
ocid: "ocds-b5fd17-d8626422-2281-4b91-bb6b-a7b718b257b5"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-d8626422-2281-4b91-bb6b-a7b718b257b5"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-d8626422-2281-4b91-bb6b-a7b718b257b5.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-d8626422-2281-4b91-bb6b-a7b718b257b5.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "COMPETITION AND MARKETS AUTHORITY"
published: "2017-09-19"
---

# Survey research to inform a potential investigation into the market for investment advisory and fiduciary management services to institutional investors

Buyer: COMPETITION AND MARKETS AUTHORITY  
Current stage: Award  
OCID: ocds-b5fd17-d8626422-2281-4b91-bb6b-a7b718b257b5

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-d8626422-2281-4b91-bb6b-a7b718b257b5)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-d8626422-2281-4b91-bb6b-a7b718b257b5.json)

## Summary

The Competition and Markets Authority has recently awarded a contract for a survey research project titled "Survey research to inform a potential investigation into the market for investment advisory and fiduciary management services to institutional investors." This procurement falls within the market research services category (CPV code 79310000) and is based in London, United Kingdom. The contract value is £120,000, with the contract period running from 15th September 2017 to 30th June 2018. This procurement process was conducted using a selective method through a call-off from a framework agreement, and the contract was awarded on 11th July 2017.

This tender presents significant opportunities for businesses specialising in market research services, particularly those with experience in conducting telephone surveys for financial services sectors. Small and medium-sized enterprises (SMEs) may find this tender especially relevant, as the project requires collaboration with various customer groups involved in investment advisory, potentially fostering partnerships that could lead to future contracts. Given the competitive landscape, businesses that can demonstrate expertise in this area will be well-positioned to participate.

## Notice

The Financial Conduct Authority (FCA) recently reported on their Asset Management market study . One of their proposed remedies is to refer the market for investment advisory and fiduciary management services to institutional investors to the CMA for further investigation . The FCA is considering whether to refer the market to the CMA. Should they decide to do this, the reference is likely to be made during September. We are considering commissioning survey research with the main customer groups for providers of these services to inform any investigation the CMA conducts into this market. A final decision on whether to do so would be made following an FCA referral, should there be one. The investment advisory market consists of a dozen or so large players, with around 60% of market share being accounted for by the three largest investment consultancy firms , with a tail of smaller consultancies. We would propose to conduct a telephone survey, primarily with pension scheme trustees.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/ca21cdda-f226-4e47-9b99-6d01d8b31e9e |
| Notice type | Award Notice |
| Procurement type | Framework |
| Procurement category | Services |
| Procurement method | Selective |
| Procurement method details | Call-off from a framework agreement |
| Tender suitability | SME |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 19 Sep 2017 |
| Submission deadline | 24 Aug 2017 |
| Future notice date | Not specified |
| Award date | 10 Jul 2017 |
| Contract period | 14 Sep 2017 - 30 Jun 2018 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £120,000 |
| Lots value | Not specified |
| Awards value | £120,000 |
| 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 | COMPETITION AND MARKETS AUTHORITY |
| Locality | LONDON |
| Post town | Central London |
| Postcode | WC1B 4AD |
| Country | England |
| ITL 1 | TLI London |
| ITL 2 | TLI3 Inner London - West |
| ITL 3 | TLI36 Camden |
| Local authority | Camden |
| Electoral ward | Bloomsbury |
| Westminster constituency | Holborn and St Pancras |
| Delivery location | TLI London |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | IFF RESEARCH |

## CPV Codes

### Divisions

- 79 - Business services: law, marketing, consulting, recruitment, printing and security

### Codes

- 79310000 - Market research services

## Release History

- 19 Sep 2017 at 12:05 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/ca21cdda-f226-4e47-9b99-6d01d8b31e9e

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/ca21cdda-f226-4e47-9b99-6d01d8b31e9e
  19th September 2017 - Awarded contract notice on Contracts Finder

## 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-d8626422-2281-4b91-bb6b-a7b718b257b5. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-d8626422-2281-4b91-bb6b-a7b718b257b5.json.