Notice Information
Notice Title
Investment Manager for Endowment Funds - AWARD
Notice Description
The University of Reading has a number of endowment assets held across a variety of classes, including agricultural land and investment properties, as well as more traditional endowment funds. The total amount held within these endowment funds (mainly equities and bonds) totalled PS122.8m at 31 July 2019. The University of Reading and its associated Trusts and subsidiaries (the "University Group"), will appoint the Bidder who can manage the PS120m+ of endowment portfolios as currently constituted, but with the capacity and expertise to expand the remit if required to include other classes of asset (such as private equity and infrastructure assets). This tender is for Investment Manager only, but the University is also interested in certain additional services. This is investment advice on a wider portfolio of assets. To this end, a second optional section and series of questions has been included. This section is not compulsory, but should prospective managers answer these questions they will carry an overall weighting of 10% in the final scoring. This is the additional value that the University places on these investment advisor services. However, the University does not want to dissuade interest from those only looking to manage the core endowment funds portfolio, and therefore the weighting of 90% reflects the fact that this is the key focus of the tender.
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-b5fd17-3389ddaf-de40-46a3-950d-7f23fe452a86
- Publication Source
- Contracts Finder
- Latest Notice
- https://www.contractsfinder.service.gov.uk/Notice/7993350b-e7e0-480b-8043-ad6120654038
- Current Stage
- Award
- All Stages
- Award
Procurement Classification
- Notice Type
- Award Notice
- Procurement Type
- Standard
- Procurement Category
- Services
- Procurement Method
- Selective
- Procurement Method Details
- Restricted procedure
- Tender Suitability
- Not specified
- Awardee Scale
- Large
Common Procurement Vocabulary (CPV)
- CPV Divisions
66 - Financial and insurance services
-
- CPV Codes
66100000 - Banking and investment services
Notice Value(s)
- Tender Value
- £4 Under £100K
- Lots Value
- Not specified
- Awards Value
- £2,930,642 £1M-£10M
- Contracts Value
- Not specified
Notice Dates
- Publication Date
- 11 Feb 20206 years ago
- Submission Deadline
- 26 Sep 2019Expired
- Future Notice Date
- Not specified
- Award Date
- 27 Jan 20206 years ago
- Contract Period
- 28 Jan 2020 - 14 Jan 2030 Over 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
- UNIVERSITY OF READING
- Contact Name
- Available with D3 Tenders Premium →
- Contact Email
- Available with D3 Tenders Premium →
- Contact Phone
- Available with D3 Tenders Premium →
Buyer Location
- Locality
- -
- Postcode
- RG6 6AB
- Post Town
- Reading
- Country
- England
-
- Major Region (ITL 1)
- TLJ South East (England)
- Basic Region (ITL 2)
- TLJ1 Berkshire, Buckinghamshire and Oxfordshire
- Small Region (ITL 3)
- TLJ16 Berkshire West
- Delivery Location
- TLJ South East (England)
-
- Local Authority
- Wokingham
- Electoral Ward
- Maiden Erlegh & Whitegates
- Westminster Constituency
- Earley and Woodley
Further Information
Notice Documents
-
https://www.contractsfinder.service.gov.uk/Notice/7993350b-e7e0-480b-8043-ad6120654038
11th February 2020 - Awarded contract notice on Contracts Finder
Notice URLs
Open Contracting Data Standard (OCDS)
View full OCDS Record for this contracting process
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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