Request for Quotation for Investment Advisory Services for Cambridgeshire County Council

Cambridgeshire County Council's (CCC) Commercial Vision is to: Develop a range of commercial activity which delivers financial and social return by becoming a Council which uses its assets, skills and position to generate significant levels of new income to support delivery of crucial front line services. To this end one of its key themes is Acquisition and Investments.

The objective of the investment portfolio is to acquire investments that make a secure and increasing contribution to the Authority's revenue streams in order to support the delivery of frontline services to our communities. This is achieved by;

•Acquiring investments that provide long term returns to support the delivery of the Council's desired outcomes;

•Creating a portfolio that balances risk and rewards that are aligned to the Council's risk appetite and Environmental, Social and Corporate Governance (ESG) requirements;

•Developing a portfolio that yields a stable income stream for the Council;

•Making investments in funds/assets that seek to protect the capital invested;

•Establishing a diverse portfolio that spreads risk and volatility by avoiding sector and geographical concentration risks;

The Authority wishes to appoint one or more Fund Managers to invest in Green Energy and Green Infrastructure Portfolio Funds or similar.

The capital expected to be available to the Fund Managers will be c £30m. This capital is likely to be funded as follows:

•c £20 million from Treasury Management Funds, which will be subject to Treasury Management stipulations;

•a further c £10 million (although this could increase during 2021), potentially from Capital Receipts;

Additional information:

E-Tendering portal: (access documents here): https://www.lgss.co.uk/services/procurement/lgss-procurement-portal/

Title: Request for Quotation for Investment Advisory Services for Cambridgeshire County Council

Reference no. DN508105

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Tender Documents

• Opportunity notice on Contracts Finder → — Tender notice
• Awarded contract notice on Contracts Finder → — Award notice