What the buyer wrote
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.
Bid for this and lost? There is a short window in which the decision can be questioned.
Awarded to
Details
- What the buyer calls it
- Fiduciary Management
- How they are buying
- Advertised, open to anyoneAny supplier could bid without being invited first.
- Type
- services
- Kind of work
- Research, evaluation and insight
Who the buyer named
Gordon Duffus was the named contact on this notice.