Contract details
Contract: Management of a portfolio of European (ex-UK) equity assets
Details
Buyer:
Wirral Borough Council
Department:
Resources
Title:
Management of a portfolio of European (ex-UK) equity assets
Description:
This contract is to provide investment management services to the Merseyside
Pension Fund for the management of a portfolio of European (ex-UK) equity
assets.
Wirral Council is the Administering Authority of the Merseyside Pension
Fund, which is a part of the UK’s Local Government Pension Scheme.
Wirral is a Metropolitan Borough of Merseyside in the North West of
England with a population of approx 300,000 over 60 square miles. Further
information about Wirral is available on our website (www.wirral.gov.uk).
Further information relating to this contract can be downloaded from
"The Chest" www.the-chest.org.uk. To takepart in any tender exercise
and to express an interest in a contract opportunity, you must register on The
Chest.On the Opportunities portal home page there is an option to
"Register Free" in the top right hand corner of thescreen. If your
organisation is already a registered user, you should read the supplier guides
available on TheChest. To express your interest in this contract, log on to The
Chest and go to "Search Latest Opportunities". Allquestions relating
to this tender must be raised via the Chest. If you experience any technical
problems usingThe Chest, please email nwsupport@due-north.com or telephone: +44
8452930459. ‘ Tenderers are advised toread the ‘Instructions to Tenderers'
document before completing their submission.
Please note, tenderers are required to complete the online questionnaire, in
addition to the tender document and qualitative and quantitative questionnaires
as part of their submission.
Description of the geographical coverage:
Reference no:
DN79094 (CONTRACT-NWCE-9G7LVZ)
Estimated total value:
£2,600,000.00
Estimated annual value:
£260,000.00
VAT not recovered:
£0.00
Participating organisations:
N/A
Keywords:
pension, investment, european, equity
Start date:
01/08/2014
End date:
01/07/2024
Awarded date:
01/07/2014
Awarded value:
Not set
Appraisal date:
Not provided
Review date:
01/01/2024
Initial contract period:
60 months
Total option to extend:
60 months
Total contract period:
120 months
Available extensions:
1 with 1 taken
Central purchasing body:
Wirral Borough Council
Framework:
N/A
OJEU:
Yes
Process used:
RFQ
Extensions Show more
Available extensions:
1
Total option to extend:
60 months
Taken
Period (months)
Start date
End date
Comments
Approved date
60
01/08/2019
01/07/2024
PRAD 2 completed and attached
03/12/2019
Primary contact
Title:
Ms
First name:
Rebecca
Surname:
Boulger
Email address:
rebeccaboulger@wirral.gov.uk
Telephone number:
0151 666 3516
Fax number:
Mobile number:
Awarded supplier(s)
| Company name | Company reg number | SME/VCS | VCS reg number | Contacts | Postcode |
|---|---|---|---|---|---|
| J.P. Morgan Asset Management | 4194548 | SME |
|
EC2Y 9AQ | |
| J.P. Morgan Asset Management | 4194548 | SME |
|
EC2Y 9AQ | |
| Unigestion (UK) Ltd | 3886428 | SME |
|
W1C 1AT | |
| Unigestion Ltd | 03886428 | SME |
|
W1C 1AT |
Notes
Public notes:
Custom details
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