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Contract award record

Fiduciary Management Monitoring

Notice details

Published
Category
services
Buyer region
North West

Public buyer and contract winner

awarded to

Contract winner

Ernst & Young

Award value£200,000

  1. Start
    Completed
  2. Awarded
    Completed
  3. End
    Completed

Work 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 2013. The FM monitor will be required to provide a third party evaluation of the Fiduciary Manager.

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Source: Contracts Finder · Notice 2b6c9cf7-020f-4c14-b2a5-a244444414e8-250240

View source notice