---
title: "Investment performance and risk analysis services"
ocid: "ocds-r6ebe6-0000461585"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000461585"
markdown_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000461585.md"
json_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000461585.json"
source: "Public Contracts Scotland"
current_stage: "Award"
buyer: "THE CITY OF EDINBURGH COUNCIL"
published: "2017-06-09"
---

# Investment performance and risk analysis services

Buyer: THE CITY OF EDINBURGH COUNCIL  
Current stage: Award  
OCID: ocds-r6ebe6-0000461585

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000461585)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-r6ebe6-0000461585.json)

## Summary

The City of Edinburgh Council is currently involved in a public procurement process for "Investment performance and risk analysis services," under an open procurement method. This tender aims to provide independent performance measurement and risk analysis for investments held by the Lothian Pension Fund, and optionally for the Falkirk Council Pension Fund. The current procurement stage is complete, and the contract was awarded on 22nd May 2017. The service is classified under the category of general public services, and the delivery areas include Edinburgh and Falkirk, UK. Interested parties had a submission deadline that fell on 19th October 2016.

This procurement opportunity is particularly suited for businesses specialised in financial analysis, risk management, and investment consultancy services. Companies with demonstrated experience in independent performance measurement for pension funds, along with those capable of delivering training and workforce engagement initiatives, will find this tender valuable. The contract potentially allows for extensions, creating further avenues for sustained business growth in the public sector.

## Notice

The service requirement is for independent performance measurement and risk analysis of investments held by the Lothian Pension Fund and (should they adopt this contract), the Falkirk Council Pension Fund.

### Lot Information

Lot 1

Independent performance measurement and risk analysis services for pension fund investments.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Public Contracts Scotland |
| Latest notice | https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUN285766 |
| Notice type | OJEU - F3 - Contract Award 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 | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 9 Jun 2017 |
| Submission deadline | Not specified |
| Future notice date | Not specified |
| Award date | 22 May 2017 |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | THE CITY OF EDINBURGH COUNCIL |
| Additional buyers | FALKIRK COUNCIL |
| Locality | EDINBURGH |
| Post town | Edinburgh |
| Postcode | EH8 8BG |
| Country | Scotland |
| ITL 1 | TLM Scotland |
| ITL 2 | TLM1 East Central Scotland |
| ITL 3 | TLM12 Falkirk |
| Local authority | Falkirk |
| Electoral ward | Falkirk South |
| Westminster constituency | Falkirk |
| Delivery location | UKM25 Edinburgh, City of, UKM26 Falkirk |

## CPV Codes

### Divisions

- 48 - Software package and information systems
- 66 - Financial and insurance services

### Codes

- 48440000 - Financial analysis and accounting software package
- 66000000 - Financial and insurance services
- 66131100 - Pension investment services
- 66141000 - Pension fund management services
- 66152000 - Financial market regulatory services
- 66500000 - Insurance and pension services
- 66520000 - Pension services
- 66521000 - Individual pension services
- 66522000 - Group pension services
- 66523000 - Pension fund consultancy services

## Release History

- 9 Jun 2017 at 00:00 - Award - OJEU - F3 - Contract Award Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUN285766

## Documents

- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUN285766
  Investment performance and risk analysis services - The service requirement is for independent performance measurement and risk analysis of investments held by the Lothian Pension Fund and (should they adopt this contract), the Falkirk Council Pension Fund.

## Notice URLs

- http://
- http://www.edinburgh.gov.uk
- https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000461585

## 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-r6ebe6-0000461585. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-r6ebe6-0000461585.json.