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Financial Investment Advisory Services

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Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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This subcontract for Financial Investment Advisory Services provides strategic financial advice and consultancy for prime contractors working on projects for the East Suffolk and North Essex NHS Foundation Trust. The scope of work includes developing investment policy statements, analyzing market trends and risks, and advising on the legal and regulatory constraints associated with NHS charitable fund investments. To execute these duties, the provider will utilize financial modeling software and market analysis tools to deliver comprehensive investment strategy documents and risk reports. The contract requires strict adherence to professional standards, necessitating compliance with CFA, CISI, and FCA regulations. Classified under NAICS code 523110, the services are centered on supporting the financial stability and strategic growth of the trust's investment portfolios. The engagement was posted on September 15, 2026, and is managed by the East Suffolk and North Essex NHS Foundation Trust.

General Info

Financial investment advisory services for East Suffolk and North Essex NHS Foundation Trust.

Agency

East Suffolk And North Essex Nhs Foundation TrustView Agency

NAICS

523110 - Investment Banking and Securities DealingView NAICS

Place of Performance

GBR

Set-Aside

NONE

Documents

This scope was carved out of ESNEFT 3197.

The full solicitation package (1 document), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

ESNEFT 3197 Charitable Funds Investment

AI Contract Breakdown

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Timeline

PostedSep 15

subcontract

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Organization & Contact Information

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AgencyEast Suffolk And North Essex Nhs Foundation Trust

ContactsNo contacts available

OfficeN/A

Organization / Agency

East Suffolk And North Essex Nhs Foundation Trust

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Office AddressN/A

ContactsNo contact information available

Full Description

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Supplies strategic financial advice and consultancy for prime contractors on East Suffolk and North Essex NHS Foundation Trust (ESNEFT) projects. Develops investment policy statements, provides consultancy on market trends and risk, and advises on legal and regulatory constraints of NHS charitable fund investments. Uses financial modeling software and market analysis tools. Requires CFA, CISI, and FCA compliance. Delivers investment strategy documents and risk reports.

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Solicitation # ESNEFT 3197

East Suffolk and North Essex NHS Foundation Trust is seeking a qualified supplier to provide management and investment advice for its charitable funds under the Procurement Act 2023. The objective is to maximize the value of public donations held in designated and appeal funds, which currently include ethical investment funds, property funds, and common deposit funds, while avoiding undue risk. The contract has an estimated value of 277,500 pounds excluding VAT, with an initial three year term starting February 1, 2027, and potential extensions through January 31, 2032. The procurement follows a competitive flexible procedure beginning with a capability assessment to shortlist suppliers for an Invitation to Tender expected in October 2026. The final award will be based on a weighting of 60 percent for cost, 30 percent for quality, and 10 percent for social value. The top four suppliers from the tender stage will be invited to interviews on November 16, 2026. Interested parties, including SMEs and VCSEs, must confirm their interest and submit the required capability assessment by October 10, 2026.

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