France – Services de conseil en gestion financière – Marché de prestation d'accompagnement et de conseil en placements mobiliers pour la Cavec
AI summary
This tender concerns financial advisory and investment services for CAVEC. The successful bidder will provide strategic advice and support for short and long-term securities investment planning, including financial strategy, optimization, asset allocation, and decision-making analysis, without direct portfolio management.
Financial advisory firms or management consulting companies specializing in investment strategy and asset allocation should bid. Bidders must have proven expertise in securities investment consulting.
Suppliers must demonstrate expertise in financial advisory, securities investment strategy, asset allocation analysis, and financial optimization. Experience with institutional or cooperative clients and knowledge of French regulatory frameworks are expected.
Frequently asked questions
What is this tender about?
This tender concerns financial advisory and investment services for CAVEC. The successful bidder will provide strategic advice and support for short and long-term securities investment planning, including financial strategy, optimization, asset allocation, and decision-making analysis, without direct portfolio management.
What are the requirements for suppliers?
Suppliers must demonstrate expertise in financial advisory, securities investment strategy, asset allocation analysis, and financial optimization. Experience with institutional or cooperative clients and knowledge of French regulatory frameworks are expected.
What type of company should bid?
Financial advisory firms or management consulting companies specializing in investment strategy and asset allocation should bid. Bidders must have proven expertise in securities investment consulting.
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)
Marché de prestation d'accompagnement et de conseil en placements mobiliers pour la Cavec
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