Financial investment assistance and advice
Original notice title
France – Financial consultancy services – MARCHE D'ASSISTANCE ET CONSEIL EN INVESTISSEMENTS FINANCIERS POUR LA CRR AGIRC-ARRCO
Opportunity Score
Why this score?
Opportunity
65 / 100
Complexity
50 / 100
Risk factors
Structured data indicates EU-funded, but XML notice states no EU funds. This may affect compliance obligations or payme...
No procurement documents (e.g., terms of reference, draft contract) were analyzed. Key requirements, eligibility criter...
Deep Portfolio Analysis
Uses:
- Description
- Industries & Services
- Capabilities
- Market & Experience
- Certifications
Tender facts
- Contracting authority
- CAISSE REUNIONNAISE DE RETRAITES COMPLEMENTAIRES (CRR AGIRC-ARRCO)
- Country
- France
- CPV
- 66171000 - Financial consultancy services
- Deadline
- Aug 03, 2026
- Estimated value
- EUR 330k
Overview
Moderate opportunityKey Facts
- EUR 330k estimated value
- Services contract
- 1 lot
- Duration until Aug 2029
- Provision of financial consultancy and advisory services regarding investment portfolio management
- Expertise in financial asset management for a complementary retirement fund
Show full summary
Procurement of financial consultancy services for the management of financial assets of CRR Agirc-Arrco, a French complementary retirement fund. Open procedure, single lot, estimated value €330,000, duration from September 2026 to August 2029 with possible renewal up to 5 years. Place of performance: Saint Denis, Réunion (France). Electronic submission required. Language: French. Award criteria: quality 67%, price 33%.
Risks
Structured data indicates EU-funded, but XML notice states no EU funds. This may affect compliance obligations or payme...
No procurement documents (e.g., terms of reference, draft contract) were analyzed. Key requirements, eligibility criter...
Analysis may be incomplete
Only part of the procurement documentation was analyzed. Additional eligibility requirements, certificates, or submission documents may exist in the remaining tender documentation.
Key Requirements
Technical
- Contract duration: 3 years (initial) with possible tacit renewal up to 2 additional years (max 5 years total)
- Place of performance: Saint Denis, Réunion (France)
Administrative
- Open procedure with electronic submission required
Requirements may be incomplete.
Award Criteria
Lot 1
Buyer
Location
Saint-denis-de-la-reunion, FRA
Buyer profile
Identifier
31464879100023
Activity
Social protection
Lots (1)
LOT-0001
Contract for Assistance and Consultancy in Financial Investments for CRR Agirc-Arrco
Provision of expertise, advice, and assistance in the management of financial assets of CRR Agirc-Arrco, including investment strategy, portfolio management support, and ongoing consultancy over the contract duration.
EUR 330k
Estimated value
Location
Duration
Category
Award Criteria
Deadline
Award details
67
33
Value note
Show original TED data
Original lot title
MARCHE D'ASSISTANCE ET CONSEIL EN INVESTISSEMENTS FINANCIERS POUR LA CRR AGIRC-ARRCO
Original TED description
Marché de prestations d'expertise, de conseil et d'assistance dans la gestion des actifs financiers de la CRR Agirc-Arrco.
Procurement Details
- Publication date
- 25 Jun 2026
- Languages
- French
Reference metadata
- Legal basis
- 32014L0024
Reference IDs
- Tender ID
- 439266-2026
Documents (2)
Similar tenders
Poland – Legal advisory services – Doradztwo kompleksowe (prawne, ekonomiczno-finansowe oraz techniczne) i opracowanie programu funkcjonalno-użytkowego dla projektu pn.: „Budowa Sopockiego Centrum Kuracyjno - Rehabilitacyjnego”
Sweden – Financial consultancy services – Procurement of Proxy voting and Engagement
Sweden – Financial consultancy services – Procurement of Proxy voting and Engagement
Greece – Financial consultancy services – Ανάπτυξη Οικοσυστήματος FinTech στην Ελλάδα
Netherlands – Financial and insurance services – Captive management
Netherlands – Accounting, auditing and fiscal services – Financiële en fiscale adviesdiensten
Opportunity Score
Why this score?
Opportunity
65 / 100
Complexity
50 / 100
Risk factors
Structured data indicates EU-funded, but XML notice states no EU funds. This may affect compliance obligations or payme...
No procurement documents (e.g., terms of reference, draft contract) were analyzed. Key requirements, eligibility criter...
Deep Portfolio Analysis
Uses:
- Description
- Industries & Services
- Capabilities
- Market & Experience
- Certifications