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Contract award record

Investment Performance and Reporting Services - under the National LGPS Framework for Investment Performance and Cost Monitoring and Reporting Services Primarily in Support of the Local Government Pension Scheme (LGPS) (NCCT41217)

Notice details

Published
Category
services
Buyer region
East Midlands

Public buyer and contract winner

awarded to

Contract winner

Ortec Finance

Award value£120,000

  1. Awarded
    Completed
  2. Start
    Current phase
  3. End
    Upcoming

Work description

Provision of a quarterly report of returns analysed by asset class and portfolio against relevant benchmarks used by the fund over 3 month, 12 month, 3 year and 5 year time periods as outlined in the Reporting Structure below.

Initial collection of historic data Attendance at one committee meeting per year requiring a formal presentation Attendance at one client meeting per year

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Source: Contracts Finder · Notice 7a747884-6789-4bc9-805b-5ebe2fc564f0-528904

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