Contract for the provision of Investment Consultancy Services for the Staffordshire Pension Fund
Staffordshire County Council · West Midlands
Key facts
- Contract value
- £350,000
- Awarded
- 03 Feb 2021
- Contract starts
- 31 Mar 2021
- Contract ends
- 31 Mar 2028
- Procedure
- Call-off from a framework agreement (framework)
- Buyer type
- Local government
Awarded to
| Supplier | Value |
|---|---|
| Hymans Robertson Llp | £350,000 |
Description
The Investment Consultancy provider will be required to provide investment consultancy services to the Staffordshire Pension Fund as set out in the framework tender documents. These are:
Proven experience to be able to provide strategic asset allocation advice to an LGPS Fund, this will include: -
- Review of the Fund's investment strategy and investment management structure - Advise on a cost-efficient implementation of the Fund's investment strategy, taking into account the local government pooling agenda - Advise on an investment strategy that reflects the Fund's ongoing cashflow position - Advising on the Investment Strategy Statement - Advising on alternative investments - Advise and develop the Fund's policies with regard to Responsible Investment - Advising on the investment market (at a strategic, individual manager and strategy level) based upon the application of current market intelligence.
It is essential that the investment consultant is able to: -
- Work with the Fund's actuary to ensure that all investment matters are considered in the light of the Fund's liabilities. - Perform strategic asset liability modelling and model the total fund risk - Advise on appropriate risk management strategies - Advise on rebalancing and tactical asset allocation - Assist the Pensions Panel in facilitating a governance environment in which the Fund's resources (Elected Members time, in house team time and money) are devoted in accordance with the relative importance of the decisions being taken. - Provide a quarterly report covering the outlook for economies and asset classes invested in by the fund and under consideration for investment. - Monitoring and reporting of investment managers and producing quarterly based reports based on data provided by the measuring company - Attendance at meetings as required
Categories (CPV)
- 66100000 Banking and investment services
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