---
title: "FS1580: Tender for the Provision of an Investment Manager to provide an investment portfolio of Liquid Asset-Matching Investments"
ocid: "ocds-h6vhtk-035b50"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-035b50"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-035b50.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-035b50.json"
source: "Find A Tender Service"
current_stage: "Tender"
buyer: "WILTSHIRE COUNCIL"
published: "2022-08-12"
---

# 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-h6vhtk-035b50

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## Summary

The Wiltshire Council has initiated a tender process with the title "FS1580: Tender for the Provision of an Investment Manager". This procurement falls under the services category and pertains to pension investment services. The tender aims to secure an investment manager to provide an investment portfolio of liquid asset-matching investments for the Wiltshire Pension Fund. The total value of the tender is £3,200,000. The procurement method is an open procedure, with the tender period closing on 16th September 2022. The Wiltshire Council is located in Trowbridge, UKK15.

This tender opportunity presents a chance for businesses in the investment management industry to expand their portfolio and offer their expertise to manage the investment portfolio of the Wiltshire Pension Fund. Companies with experience in providing pension investment services and proven track records in asset allocation and trading services would be well-suited to compete for this tender. The opportunity also requires compliance with specific suitability and technical criteria, including holding a suitable FCA authorization to deliver the required services.

## 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.

### Lot Information

Lot 1

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.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/022269-2022 |
| 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 | 12 Aug 2022 |
| Submission deadline | 16 Sep 2022 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

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

## Status

| Field | Value |
| --- | --- |
| Tender status | Active |
| Lots status | Active |
| 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 | TLK15 Wiltshire |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66131100 - Pension investment services

## Release History

- 12 Aug 2022 at 10:29 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/022269-2022

## Notice URLs

- http://www.supplyingthesouthwest.gov.uk
- http://www.supplyingthesoutthwest.org.uk
- http://www.wiltshire.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-h6vhtk-035b50. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-035b50.json.