Investment Manager Services

Concepts

• investment banking
• investment manager services
• york
• university of york
• provision of discretionary investment management services
• portfolio management
• university's investment portfolio
• suitable investment strategy
• account management
• fca

Location

York:

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 insightFurther details can be found in the invitation to tender documents.

Total Quantity or Scope

As stated in II.1.4

Renewal Options

As stated in the Invitation to Tender document.

CPV Codes

• 66120000 - Investment banking services and related services

Indicators

• This is a recurring contract.
• Renewals are available.
• Professional qualifications are sought.
• Technical restrictions apply.

Other Information

** PREVIEW NOTICE, please check Find a Tender for full details. ** The University will use their eTendering system in this procurement exercise. Prospective suppliers should first register on the In-Tend system at https://in-tendhost.co.uk/york/. Once registered you will receive your login details and you will then be able to find the tender documentation by logging into the In-Tend portal and clicking on the Current Tenders link.