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Tender Details
- Country: United Kingdom
- Summary: Request for Proposal for Investment Management Service
- GBT Ref No: 77785360
- Deadline: 10 Mar 2023
- Competition: ICB
- Financier: Self Financed
- Purchaser Ownership: Public
- Tender Value: 5000
- Notice Type: Tender
- Document Ref. No.: RFP0123
- Purchaser's Detail :
- Description :
- Title : Request for Proposal for Investment Management Service
Location Of Contract : GU6 8AF
Industry : Deposit services - 66112000 Investment banking services and related services - 66120000 Portfolio management services - 66140000 Financial market operational services - 66151000 Financial consultancy services - 66171000
Value Of Contract : £1,000 to £5,000
Description : Cranleigh Parish Council has recently carried out a review of its Investment Strategy. It has changed the terms to reflect a need to address the issues of poor yield from short notice, low risk investments. Inflation is eroding the value of reserves and forcing the Council into a position whereby it cannot meet its commitment to the achieve sustainable Yield, which forms one of the three core pillars of public finance: the others being Security and Liquidity.We are now seeking an investment management business who can help us manage the Council's capital to offset the effects of the rising inflation. Scope of ServicesThe firm selected will be required to provide the following services:1. Investment of FundsThe firm must effectively invest the Cranleigh Parish Council's funds, providing discretionary investment management services, pursuant to the approved investment policy and cash flow needs.2. Written and Oral Repo... - Documents :
Purchaser : CRANLEIGH PARISH COUNCIL
Council Office Village Way CRANLEIGH GU68AF England
Contact Person : Beverley Bell
Email :clerk@cranleigh-pc.gov.uk
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