Tenders/Hiring of a specialized company for the provision of an integrated investment consulting solution, including: specialized services for investment portfolio analysis, preparation of periodic monitoring reports, technical support to the Investment Committee and the Deliberative Council, preparation of an Asset Liability Management (ALM) Study and Semi-annual Due Diligence Reports

Awarded🇧🇷BrazilSuppliesThis tender has expired

Hiring of a specialized company for the provision of an integrated investment consulting solution, including: specialized services for investment portfolio analysis, preparation of periodic monitoring reports, technical support to the Investment Committee and the Deliberative Council, preparation of an Asset Liability Management (ALM) Study and Semi-annual Due Diligence Reports

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Original title: Contratação de empresa especializada para prestação de solução integrada de consultoria de investimentos, compreendendo: serviços especializados de análise da carteira de investimentos, elaboração de relatórios periódicos de acompanhamento, suporte técnico ao Comitê de Investimentos e ao Conselho Deliberativo, elaboração de Estudo de Asset Liability Management (ALM) e Relatórios Semestrais de Diligência; e fornecimento de plataforma tecnológica de gestão de investimentos com módulos integrado...

SEPREV - SERVICO DE PREVIDENCIA E ASSISTENCIA A SAUDE DOS SERVIDORES MUNICIPAIS DE INDAIATUBA

Published: Jul 7, 2026

Updated: Aug 28, 2026

Source: brazil_pncp_sp

This tender has been awarded

Awarded to I9 ADVISORY CONSULTORIA RPPS LTDA — R$11,988

Browse open Finance & Banking tenders in Brazil

About This Opportunity

This is a supplies contract in the finance and banking sector, with a focus on Investment. Located in Brazil, Latin America, this opportunity is open to firms and consortiums, with an estimated budget of BRL 61,433.

Published through PNCP São Paulo, a national government procurement portal. Public procurement tenders follow the country's national bidding regulations and may have specific eligibility and documentation requirements for the supply of goods in the finance and banking sector. Supply contracts typically require bidders to demonstrate product compliance with technical specifications, delivery capacity, and relevant certifications. This contract has already been awarded. The information is published for transparency and market intelligence purposes.

Description

Auto-translated from Portuguese

Hiring of a specialized company for the provision of an integrated investment consulting solution, including: specialized services for investment portfolio analysis, preparation of periodic monitoring reports, technical support to the Investment Committee and the Deliberative Council, preparation of an Asset Liability Management (ALM) Study and Semi-annual Due Diligence Reports; and provision of an investment management technology platform with integrated modules...

Organ: SEPREV - SERVICO DE PREVIDENCIA E ASSISTENCIA A SAUDE DOS SERVIDORES MUNICIPAIS DE INDAIATUBA

Location: Indaiatuba, São Paulo

Modality: Waiver

Data provenance

This notice is sourced from PNCP São Paulo and was originally published on July 7, 2026. Last refreshed 13 days ago. Original language: Portuguese. BidsFactory mirrors official procurement notices and links back to the source for full legal text.

About SEPREV - SERVICO DE PREVIDENCIA E ASSISTENCIA A SAUDE DOS SERVIDORES MUNICIPAIS DE INDAIATUBA

SEPREV - SERVICO DE PREVIDENCIA E ASSISTENCIA A SAUDE DOS SERVIDORES MUNICIPAIS DE INDAIATUBA has issued 22 procurement notices on BidsFactory, including 0 currently open and 21 awarded contracts. Activity concentrates in General Supplies & Services, Finance & Banking, and Health & Medical. All notices are published for Brazil. Notices are distributed via Brazil PNCP and PNCP São Paulo. Most recent publication: August 25, 2026.

Frequently asked questions about this tender

How can I submit a bid?

Visit PNCP São Paulo to access the full notice, required documents, and submission instructions provided by the contracting authority.

Is this tender still open?

No — the contract has already been awarded to I9 ADVISORY CONSULTORIA RPPS LTDA. The award notice is archived on BidsFactory for transparency and market intelligence.

Who is the contracting authority?

This notice was issued by SEPREV - SERVICO DE PREVIDENCIA E ASSISTENCIA A SAUDE DOS SERVIDORES MUNICIPAIS DE INDAIATUBA in Brazil. The authority is responsible for evaluating bids, awarding the contract, and managing performance.

What type of contract is this?

This is a Supplies contract in the Finance & Banking sector. The classification helps bidders match the opportunity to their qualifications and registered scope of supply.

How much was the contract awarded for?

I9 ADVISORY CONSULTORIA RPPS LTDA was awarded the contract for R$11,988. The figure reflects the value disclosed by the contracting authority in the award notice.

Where will the contract be performed?

The contract is for delivery in Brazil. Foreign bidders should review local registration, taxation, and any in-country presence requirements before submitting.