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Investment Fund Managed Services RFP

Details

Tender Closed
RFx ID : 27874056
Tender Name : Investment Fund Managed Services RFP
Reference # : Restricted Tender
Open Date : Monday, 14 August 2023 9:00 AM (Pacific/Auckland UTC+12:00)
Close Date  : Friday, 8 September 2023 6:00 PM (Pacific/Auckland UTC+12:00)
Tender Type : Request for Proposals (RFP)
Tender Coverage : Sole Agency  [?]
Categories :
  • 84121700 - Investment advice
  • 84121800 - Securities and commodities markets services
Regions:
  • New Zealand
Exemption Reason : None
Required Pre-qualifications : None
Contact : Chris McColl
chrism@nrc.govt.nz
Alternate Physical Delivery Address  :
Alternate Physical Fax Number  :
Agency Address :
Overview

Northland Regional Council (NRC) maintains an Investment Fund (“the fund”) in accordance with a Statement of Investment Policy and Objectives (SIPO).

The purposes of the fund are to promote business development in Northland and stabilise the impact of large irregular infrastructure projects on the Council’s income and capital requirements.

NRC is seeking investment management services for the fund.

Please provide responses using the response template attached.

RFx Outcome

This tender has been awarded.

  • ERIKSENSGLOBAL LIMITED - 2, Burns Avenue, Takapuna, Auckland, Auckland, 0620, NEW ZEALAND

Award Date: Wednesday, 1 November 2023 (Pacific/Auckland UTC+13:00)
Date RFx was completed/updated: Thursday, 5 October 2023 9:55 AM (Pacific/Auckland UTC+13:00)