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Investment Portfolio Management Services

Active

International

Contract Overview

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

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This subcontract for Investment Portfolio Management Services involves the active management of charitable fund portfolios for prime contractors associated with East Suffolk and North Essex NHS Foundation Trust projects. The selected provider will be responsible for implementing investment strategies, executing financial transactions, performing portfolio rebalancing, and monitoring overall performance against established benchmarks. To ensure professional standards, the provider must utilize specialized investment management software and trading platforms. A critical requirement for this contract is that the service provider must hold valid FCA authorization. The primary deliverables include the maintenance of a managed investment portfolio and the provision of periodic performance reports to the trust. This engagement falls under NAICS code 523920 and is managed by the East Suffolk and North Essex NHS Foundation Trust.

General Info

FCA authorized provider manages charitable fund portfolios for East Suffolk and North Essex NHS.

Agency

East Suffolk And North Essex Nhs Foundation TrustView Agency

NAICS

523920 - Portfolio ManagementView 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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Performs active management of charitable fund portfolios for prime contractors on East Suffolk and North Essex NHS Foundation Trust (ESNEFT) projects. Implements investment strategies, performs portfolio rebalancing, executes financial transactions, and monitors performance against benchmarks. Utilizes professional investment management software and trading platforms. Requires FCA authorization. Delivers a managed investment portfolio and periodic performance reports.

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