Tender

Investment Strategy & Management of Cash and Endowments

DE MONTFORT UNIVERSITY

This public procurement record has 1 release in its history.

Tender

17 Dec 2018 at 15:38

Tender Notice
Summary of the contracting process

De Montfort University is seeking tenders for the project titled "Investment Strategy & Management of Cash and Endowments" in the financial and insurance services industry. This active procurement process is currently in the tender stage, with the submission deadline set for 25 January 2019. The anticipated contract period is from 11 March 2019 to 10 March 2024, with an estimated contract value of £300,000. The initial need is for the development of an investment strategy, which is due for completion by 15 May 2019, followed by an approval presentation on 20 June 2019.

This tender presents an excellent opportunity for firms specialising in investment advisory services, particularly those with expertise in creating and managing financial strategies. Small and medium-sized enterprises (SMEs) are encouraged to participate, as they are deemed suitable for this procurement. Businesses with experience in banking and investment services or investment banking-related services may find this contract aligns well with their capabilities, providing a chance to expand their client base and establish long-term relationships with a prominent educational institution.

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Notice Information

Notice Title

Investment Strategy & Management of Cash and Endowments

Notice Description

The University invites tenders from Investment advisors to create, implement and manage an Investment Strategy for Cash & Endowments. The initial requirement is for the creation of a DMU Investment Strategy, this is expected to commence immediately following contract award with a firm completion date for the initial strategy by the 15 May 2019. This strategy will then be presented for approval at the Finance and Human Resources Committee on the 20 June 2019. After the Investment Strategy is approved, the Investment Advisor will be responsible for implementation of the Investment strategy through suitable Investment Managers and ensuring the on-going review and management of investment arrangements. Additional information: Is a Recurrent Procurement Type? : No

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-03b9e758-742d-478c-876b-ba4441d7f495
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/cf036eca-7bbd-4c0b-bdc1-72ed8f6b41b5
Current Stage
Tender
All Stages
Tender

Procurement Classification

Notice Type
Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure (above threshold)
Tender Suitability
SME
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66000000 - Financial and insurance services

66100000 - Banking and investment services

66120000 - Investment banking services and related services

Notice Value(s)

Tender Value
£300,000 £100K-£500K
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
17 Dec 20187 years ago
Submission Deadline
25 Jan 2019Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
11 Mar 2019 - 10 Mar 2024 Over 5 years
Recurrence
Not specified

Notice Status

Tender Status
Active
Lots Status
Not Specified
Awards Status
Not Specified
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
DE MONTFORT UNIVERSITY
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
LECESTERSHIRE
Postcode
LE1 9BH
Post Town
Leicester
Country
England
Major Region (ITL 1)
TLF East Midlands (England)
Basic Region (ITL 2)
TLF2 Leicestershire, Rutland and Northamptonshire
Small Region (ITL 3)
TLF21 Leicester
Delivery Location
TLF East Midlands (England)
Local Authority
Leicester
Electoral Ward
Castle
Westminster Constituency
Leicester South

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts. 

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