Transition Manager to Facilitate the In-Specie Transfer of Pension Fund Assets
The following services are to be delivered for the transition: 1. Provision of transition management services for a sustainable global equities portfolio including project management, cost effective trade execution and efficient risk management; 2. Provision of cost-effective foreign exchange management during the transition of non-GBP assets, including forex hedging and netting where possible/applicable; 3. Provision of assistance in minimising the effects of performance drag from holding cash (for the purposes of...
Buyer
Staffordshire County Council
Value
£119,000
Published
6 Mar 2025
Closes
25 Jan 2025
Procurement details
Source
Contracts Finder
Region
United Kingdom
Procurement method
Selective
Category
Services
Contract starts
10 Mar 2028
Contract ends
28 Mar 2028
CPV classifications
66141000
Pension fund management services
Lots
Lot default Transition Manager to Facilitate the In-Specie Transfer of Pension Fund Assets
£119,000
The following services are to be delivered for the transition: 1. Provision of transition management services for a sustainable global equities portfolio including project management, cost effective trade execution and efficient risk management; 2. Provision of cost-effective foreign exchange management during the transition of non-GBP assets, including fore...
Delivery: West Midlands · United Kingdom, West Midlands, United Kingdom
Documents
Unlock document linkAwarded contract notice on Contracts Finder
5 Mar 2025
Awarded contract notice on Contracts Finder
Award notice · Web page
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