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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
  • - Mr Ian McAulay
EC2Y 9AQ
J.P. Morgan Asset Management 4194548 SME
  • - Mr Peter Cazalet
  • - Ms Francesca Sweetingham
EC2Y 9AQ
Unigestion (UK) Ltd 3886428 SME
  • - Mr Tom Leavitt
W1C 1AT
Unigestion Ltd 03886428 SME
  • - Mr William Nicholson
W1C 1AT
Show more

Categories

  • 200000 - Financial Services
Show more

Notes

Public notes:

Custom details

Public attachments

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