Award

Investment Manager - AWARD

THE UNIVERSITY OF NOTTINGHAM

This public procurement record has 2 releases in its history.

AwardUpdate

05 May 2021 at 13:12

Award Notice
Award

05 May 2021 at 13:12

Award Notice
Summary of the contracting process

The University of Nottingham is seeking an Investment Manager to review and manage its investment portfolio, valued at approximately £53 million, alongside a medium-term investment fund of £10 million. The procurement process, conducted through an open procedure, has reached the award stage, with the contract awarded to Schroders on 12th March 2021. The contract is set to commence on 1st July 2020 and will extend until 30th June 2024. Key contact for further details is Leanne Bryant, reachable at bbzlsb@exmail.nottingham.ac.uk. The tender period officially ended on 7th May 2020.

This opportunity allows investment firms, particularly those with experience in banking and investment services, to expand their portfolio management capabilities in the educational sector. Small and medium-sized enterprises (SMEs) would be particularly well-suited for this contract, given the emphasis on engaging local suppliers in the procurement process. Companies with expertise in investment banking services could leverage this contract to strengthen their market presence and establish valuable relationships with a leading educational institution.

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Notice Information

Notice Title

Investment Manager - AWARD

Notice Description

The University of Nottingham wishes to undertake a review of the management of its investment portfolio. The investment portfolio constitutes the University's permanent endowment assets and is currently valued at approximately PS53 million. In addition to the permanent endowment portfolio the University also holds a medium term investment fund which is currently valued at approximately PS10m. Both market valuations are as at December 2019 and are expected to grow steadily overtime. There are no significant endowment assets (cash or direct property) held outside the investment portfolio.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-2b8e765b-ec46-4e32-ac48-f43431a15e3d
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/f97a6dd5-bb96-49f8-8f7d-1f152341b6a4
Current Stage
Award
All Stages
Award

Procurement Classification

Notice Type
Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
SME
Awardee Scale
Large

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66100000 - Banking and investment services

66120000 - Investment banking services and related services

Notice Value(s)

Tender Value
£1,500,000 £1M-£10M
Lots Value
Not specified
Awards Value
£1,150,200 £1M-£10M
Contracts Value
Not specified

Notice Dates

Publication Date
5 May 20215 years ago
Submission Deadline
7 May 2020Expired
Future Notice Date
Not specified
Award Date
12 Mar 20215 years ago
Contract Period
30 Jun 2020 - 30 Jun 2024 4-5 years
Recurrence
Not specified

Notice Status

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

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
THE UNIVERSITY OF NOTTINGHAM
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
NOTTINGHAMSHIRE
Postcode
NG7 2RN
Post Town
Nottingham
Country
England
Major Region (ITL 1)
TLF East Midlands (England)
Basic Region (ITL 2)
TLF1 Derbyshire and Nottinghamshire
Small Region (ITL 3)
TLF14 Nottingham
Delivery Location
TLF East Midlands (England)
Local Authority
Nottingham
Electoral Ward
Radford
Westminster Constituency
Nottingham South

Supplier Information

Number of Suppliers
1
Supplier Name

SCHRODERS

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

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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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