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Mandate roundup: IPE-Quest, Berkshire, Barnett Waddingham, NTMA

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A Dutch pension fund is tendering a $200m (€150m) small-cap equity mandate, using IPE-Quest.

The scheme conducting search QN 1438 said it was looking to invest in US and European core small-cap stocks, with the index-tracking mandate split evenly across the MSCI Europe Small Cap index and its US counterpart.

Companies applying should preferably have at least three years’ experience managing similar mandates, and $5bn in assets under management (AUM).

However, the fund did not require a minimum AUM for any existing passive small-cap mandates.

Interested asset managers have until 19 August to apply, disclosing their gross of fees performance to the end of June.

Meanwhile, the Royal County of Berkshire Pension Fund has concluded a recent tender for a new scheme actuary.

Following the tender, which saw four companies apply, the £1.57bn local authority scheme re-appointed Barnett Waddingham as scheme actuary.

Lastly, Ireland’s National Treasury Management Agency (NTMA) is looking to appoint an investment consultant and pension administrator for its €75.9m staff pension fund.

The defined benefit scheme – currently 51% invested in equities, with a further 34.3% in bonds, 9.9% in alternatives and 4.2% in property – at the end of 2013 reported a deficit of €3.6m and returned €7.3m from investments.

The agency asked that all requests for proposals be submitted by 28 August.

The IPE.com news team is unable to answer any further questions about IPE-Quest tender notices to protect the interests of clients conducting the search. To obtain information direct from IPE-Quest, please contact Jayna Vishram on +44 (0) 20 7261 4630 or email jayna.vishram@ipe-quest.com.

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IPE QUEST

Your first step in manager selection...

IPE Quest is a manager search facility that connects institutional investors and asset managers.

  • QN-2575

    Asset class: Core Real Estate Muli-Manager Separate Managed Account.
    Asset region: Global.
    Size: CHF 150m.
    Closing date: 2019-12-20.

  • QN-2576

    Asset class: Small Caps Equity.
    Asset region: US.
    Size: $>100m.
    Closing date: 2019-12-09.

  • QN-2578

    Asset class: Sovereign Local Currency Emerging Market Debt.
    Asset region: Local emerging markets.
    Size: EUR 950m.
    Closing date: 2019-12-19.

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