# Contract for the provision of Investment Consultancy Services for the Staffordshire Pension Fund

> A sourced UK public sector contract award published by Staffordshire County Council.

## Key facts

- Buyer: [Staffordshire County Council](/buyers/staffordshire-county-council/contract-awards)
- Supplier: [HYMANS ROBERTSON LLP](/suppliers/hymans-robertson/public-sector-contract-awards)
- Award value: £350,000
- Tender value: £350,000
- Award date: 3 February 2021
- Published: 3 February 2021
- Contract start: 1 April 2021
- Contract end: 31 March 2028
- Stage: awarded
- Procurement category: services
- Notice ID: 2516172e-4498-4d47-b025-a512dff9df51-410329
- OCID: ocds-b5fd17-f49ff810-bca7-494b-be9a-5883adaae5ad

## Description

The Investment Consultancy provider will be required to provide investment consultancy services to the Staffordshire Pension Fund as set out in the framework tender documents\. These are: Proven experience to be able to provide strategic asset allocation advice to an LGPS Fund, this will include: - - Review of the Fund's investment strategy and investment management structure - Advise on a cost-efficient implementation of the Fund's investment strategy, taking into account the local government pooling agenda - Advise on an investment strategy that reflects the Fund's ongoing cashflow position - Advising on the Investment Strategy Statement - Advising on alternative investments - Advise and develop the Fund's policies with regard to Responsible Investment - Advising on the investment market \(at a strategic, individual manager and strategy level\) based upon the application of current market intelligence\. It is essential that the investment consultant is able to: - - Work with the Fund's actuary to ensure that all investment matters are considered in the light of the Fund's liabilities\. - Perform strategic asset liability modelling and model the total fund risk - Advise on appropriate risk management strategies - Advise on rebalancing and tactical asset allocation - Assist the Pensions Panel in facilitating a governance environment in which the Fund's resources \(Elected Members time, in house team time and money\) are devoted in accordance with the relative importance of the decisions being taken\. - Provide a quarterly report covering the outlook for economies and asset classes invested in by the fund and under consideration for investment\. - Monitoring and reporting of investment managers and producing quarterly based reports based on data provided by the measuring company - Attendance at meetings as required

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## Source

[View the original notice on Contracts Finder](https://www.contractsfinder.service.gov.uk/Notice/2516172e-4498-4d47-b025-a512dff9df51-410329)