Investment Manager Services

A Tender Notice
by UNIVERSITY OF YORK

Source
Contracts Finder
Type
Contract (Services)
Duration
5 year
Value
£125K-£200K
Sector
BUSINESS
Published
23 Feb 2022
Delivery
07 Jun 2022 to 06 Jun 2027
Deadline
25 Mar 2022 12:00

Concepts

Location

Geochart for 1 buyers and 0 suppliers

1 buyer

Description

The University of York is pleased to invite tenders from FCA authorised firms for the provision of discretionary investment management services for an initial contract term of 5 years. The University's investment portfolio currently contains permanent endowment assets valued at approximately £7.3m. The services we require as a minimum are: - Suitable investment strategy and allocation advice - Portfolio management and reporting - Account management and market insight Further details can be found in the invitation to tender documents.

CPV Codes

  • 66120000 - Investment banking services and related services
  • 66140000 - Portfolio management services

Indicators

  • Contract is suitable for SMEs.

Other Information

All information regarding this requirement is available at https://in-tendhost.co.uk/york/aspx/Tenders/Current. Is a Recurrent Procurement Type? : Yes Additional information on how to apply for this contract https://in-tendhost.co.uk/york/aspx/

Reference

Domains