Awarded
Fiduciary Management Services for UoB Pension & Assurance Scheme
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Descriptions
The Trustee of the University of Bristol Pension and Assurance Scheme has decided to review the provider who manages the assets of the Scheme on a fiduciary basis. The scheme has assets of approximately 240 000 000 GBP. The appointed organisation will provide a full fiduciary management service to the Trustee of the University of Bristol Pension and Assurance Scheme (UBPAS), together with the necessary support in respect of the delivery of the investments, and operational aspects of investments, of the scheme.
The appointed organisation will decide on, oversee, execute or advise on the some or all of the following:
- Strategic Asset Allocation,
- Tactical Asset Allocation,
- Hedging Strategy Implementation,
- Manager selection,
- Asset class selection,
- Portfolio Construction,
- Managing scheme liquidity,
- Fund reporting,
- Trustee Education,
- Portfolio Implementation,
- Strategic Objectives,
- Risk Budget,
- Constraints,
- Hedging Strategy Design.
Timeline
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Tender Regions
CPV Codes
66131100 - Pension investment services
Keywords
pension advisory
pension fund services
pension portfolio
pension asset allocation
pension fund investing
retirement savings investment
retirement investment solutions
retirement planning investments
retirement fund management
pension capital management
Workflows
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Details
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Buyer Information
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