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For direct equity investments we require to have an operating model built to allow UKIB to monitor the performance of the investment and ensure it is fairly valued and correctly reflected in UKIB's financial statements.

Provision of a quarterly report of returns analysed by asset class and portfolio against relevant benchmarks used by the fund over 3 month, 12 month, 3 year and 5 year time periods as outlined in the Reporting Structure below. Initial collection of h ....

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An investment performance reporting system.

An investment performance reporting system.

An investment performance reporting system.

An investment performance reporting system.

Investment advice: the provision of quarterly investment reviews/reports of the performance of the University’s University Investment Fund and Long Term Endowment Fund.Attendance at quarterly investment sub committee meetings to review all aspects ....

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.

Norfolk County Council, on its own behalf and on behalf of Carmarthenshire, Essex and Staffordshire County Councils, the Environment Agency Pension Fund, the London CIV, and Wirral Metropolitan Borough Council (the ‘Founding Authorities’) have le ....