Investment Manager Services
A Contract Award Notice
by UNIVERSITY OF YORK
- Source
- Find a Tender
- Type
- Contract (Services)
- Duration
- not specified
- Value
- £207K
- Sector
- BUSINESS
- Published
- 30 May 2023
- Delivery
- not specified
- Deadline
- n/a
Concepts
Location
York:
1 buyer
- York University York
1 supplier
- Abrdn Capital London
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
Award Detail
| 1 | Abrdn Capital (London)
|
Award Criteria
| Quality criterion - Name: Quality criteria with sub-criteria as set out in the ITT documents | 75 |
| price | 25 |
CPV Codes
- 66120000 - Investment banking services and related services
Other Information
** PREVIEW NOTICE, please check Find a Tender for full details. ** Please note that the values published are the anticipated spend for the 5 year initial term of the contract. The University reserves the right to extend for a further 1+1 years.
Reference
- ocds-h6vhtk-031a6c
- FTS 015314-2023