Fiduciary Management

Concepts

• fiduciary management
• banking and investment
• manchester
• third party evaluation of the fiduciary manager
• fiduciary manager
• overall investment strategy
• fm arrangement
• long term risk
• investment decisions
• return objectives

Location

Manchester

Description

The Trustees have appointed a Fiduciary Manager. The trustees set the overall investment strategy (including the long term risk and return objectives) and then delegate investment decisions and day-to-day running of the portfolio to their fiduciary manager. The FM arrangement has been in place since 2014. The FM monitor will be required to provide a third party evaluation of the Fiduciary Manager.

Renewal Options

One year

CPV Codes

• 66100000 - Banking and investment services

Indicators

• Bids should cover the whole contract.
• Renewals are available.
• Award on basis of price and quality.

Other Information

NOTE: To register your interest in this notice and obtain any additional information please visit the myTenders Web Site at https://www.mytenders.co.uk/Search/Search_Switch.aspx?ID=226254. The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.mytenders.co.uk/sitehelp/help_guides.aspx. Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems. (MT Ref:226254)