Marché de prestation d'accompagnement et de conseil en placements mobiliers pour la Cavec

DeadlineMay 4, 2026 at 10:00 AMClosed 72 days ago

AI summary

This tender concerns advisory and consulting services for securities investments on behalf of CAVEC. The service provider will offer strategic guidance for short and long-term investment planning, covering financial strategy, optimization, asset allocation, and decision-support analysis without direct portfolio management.

#investment advisory#securities#asset allocation#financial consulting#paris#institutional
Fit for

Financial advisory firms, investment consultants, or wealth management advisors with institutional investment expertise should apply.

Key requirements

Suppliers must demonstrate expertise in securities investment strategy, financial optimization, and asset allocation analysis. Experience serving institutional clients and proven analytical capabilities are essential.

Frequently asked questions

  • What is this tender about?

    This tender concerns advisory and consulting services for securities investments on behalf of CAVEC. The service provider will offer strategic guidance for short and long-term investment planning, covering financial strategy, optimization, asset allocation, and decision-support analysis without direct portfolio management.

  • What are the requirements for suppliers?

    Suppliers must demonstrate expertise in securities investment strategy, financial optimization, and asset allocation analysis. Experience serving institutional clients and proven analytical capabilities are essential.

  • What type of company should bid?

    Financial advisory firms, investment consultants, or wealth management advisors with institutional investment expertise should apply.

  • Who is the buyer?

    The buyer is CAVEC.

  • When does this tender close?

    Submissions close on May 4, 2026.

  • What is the estimated value?

    The estimated value is 250,000 EUR.

La présente consultation a pour objet l'attribution d'un marché d'accompagnement et de conseil en placements mobiliers. Il s'agit plus précisément d'apporter conseil et assistance pour l'ensemble de la stratégie court et long terme de placements de la CAVEC. Il couvre la stratégie financière, l'optimisation financière, l'allocation d'actifs, l'analyse et l'aide à la décision (sans gestion directe). Lieu d'exécution ou de livraison : Siège de la Cavec (Paris 7)

Buyer
CAVEC
Buyer ID: 78441103500057
48bis Rue Fabert, 75007, Paris
Body responsible for review procedures
tribunal judiciaire de Paris
Buyer ID: 177 501 111 01763
PARVIS DU TRIBUNAL DE PARIS, 75017, PARIS

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