TEN-2122-007 - Efficient Portfolio Management Investment Services Agreement
Details
- Supplier(s)
- Amundi (UK) Limited
- Value
- £260,000
- Duration
- 3 years
- Topic
- Portfolio management services
- Published
- 9 May 2022
- Source
- uk:contracts_finder
Tender description
To improve its asset allocation process, Nest procured the necessary derivative tools, namely an Efficient Portfolio Management (EPM) mandate, to be able to rebalance to its target allocation faster and more efficiently. This process was a further competition between asset managers already contracted to Nest to provide portfolio management services.
Timeline
- Completed: Award published9 May 2022Current notice
- Completed: Award date25 November 2022
- Completed: Contract expiry date26 April 2026
About the buyer
National Employment Savings Trust (NEST) Corporation is a non-departmental public body accountable to the Department for Work and Pensions, and runs the UK's largest workplace pension scheme by membership as trustee. NEST was established in July 2010. Every tender is advertised on the Find a Tender Service, in line with the Procurement Act 2023. Suppliers register on NEST's BravoSolution e-tendering portal to bid for opportunities. Framework agreements cover specialist services such as retirement consultancy, and suppliers must follow NEST's Supplier Code of Conduct. The procurement team manages contracting activity and can be contacted directly by suppliers.
Procurement spend from central entities makes up 66% of overall UK public spend.
Over the past 5 years, most of NEST's contract awards have been in financial and insurance services, business services and IT services.
Relevant CPV codes
- 66140000 · Portfolio management services
Decision makers
Connect with the people behind this procurement.
| Contact name | Job title | Phone number | Work email |
|---|---|---|---|
| Head of Procurement | +44 •••• •••••• | ••••••••@national-employment-savings-trust-nest-corporation.gov | |
| Commercial Director | +44 •••• •••••• | ••••••••@national-employment-savings-trust-nest-corporation.gov | |
| Procurement Manager | +44 •••• •••••• | ••••••••@national-employment-savings-trust-nest-corporation.gov | |
| Category Lead | +44 •••• •••••• | ••••••••@national-employment-savings-trust-nest-corporation.gov | |
| Senior Buyer | +44 •••• •••••• | ••••••••@national-employment-savings-trust-nest-corporation.gov | |
| Contracts Manager | +44 •••• •••••• | ••••••••@national-employment-savings-trust-nest-corporation.gov |
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