Tender

Provision of Investment Consultancy and Investment Performance Monitoring and Reporting Services

UNIVERSITY OF BIRMINGHAM

This public procurement record has 1 release in its history.

Tender

13 Dec 2018 at 18:07

Tender Notice
Summary of the contracting process

The University of Birmingham is currently seeking proposals for the "Provision of Investment Consultancy and Investment Performance Monitoring and Reporting Services." This procurement falls within the business and management consultancy sector and is located in Edgbaston, West Midlands, UK. The tender is at the active stage, with submissions due by 14 January 2019, at 23:59 GMT. The contract is expected to commence on 11 March 2019 and continue until 10 March 2021. This open procedure, exceeding the specified threshold, invites various companies to submit their bids.

This tender presents an excellent opportunity for consultancy firms with expertise in investment strategy, performance reporting, and risk management. Smaller enterprises (SMEs), particularly those specialising in financial services, asset management, or investment consultancy, are encouraged to participate. Successful bidders will engage with the university’s investment subcommittee, providing valuable insights and analyses that could bolster their portfolios and reputation in the public sector.

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Notice Information

Notice Title

Provision of Investment Consultancy and Investment Performance Monitoring and Reporting Services

Notice Description

Investment Advice: The provision of quarterly investment reviews / reports of the performance of the University's University Investment Fund and Long Term Endowment Fund. Attendance at quarterly Investment Sub Committee meetings to review all aspects of investment performance and asset allocation relating to the University Investment Fund and Long Term Endowment Fund. Ad-hoc meetings may also be required with University management. Investment advice required includes the following: I) investment strategy II) market review III) market outlook IV) asset Allocation, including annual Strategic Asset Allocation Reviews for the University Investment Fund and Long Term Endowment Fund V) risk management VI) advice on governance issues (e.g. ethical policy, voting rights) VII) consideration of 'alternative' asset classes VIII) information and advice on investment industry trends, new and existing investment management methods, areas and products IX) recommending benchmarks for investment performance measurement X) fee negotiation with investment managers (whether existing or new) XI) advice on the appointment and dismissal of Fund Managers XII) the provision of relevant information for and participate in investment management "Beauty Parades" (i.e. advertisement, short list, questionnaires, final interviews etc.). Performance and risk measurement: Quarterly investment reports are also required to include performance analysis / measurement information. Performance analysis will be driven by data received from external investment managers. Reports should include as a minimum detail on: XIII) underlying managers' performance compared to the agreed benchmarks XIV) peer group performance comparison XV) "See-through" asset allocation analysis, including relative regional and sector analysis XVI) performance attribution analysis XVII) active risk analysis XVIII) attribution to total fund excess return analysis. Performance should be graphically displayed and include narrative summary and a breakdown by factors. Performance should be reconciled to managers' performance data before being provided to the University. The reports are required to be bespoke and reflect the University's particular requirements. Additional information: Tender documents can be accessed by registering at https://in-tendhost.co.uk/universityofbirmingham/aspx/Home Queries regarding the process should be sent through the correspondence function of in-tend. Responses may be shared with all who have expressed an interest in the project. Is a Recurrent Procurement Type? : No

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-5300df68-1acf-496a-af96-f1f9dc586f88
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/da662089-ec66-4e50-ab95-2aedcf98547f
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

79 - Business services: law, marketing, consulting, recruitment, printing and security

CPV Codes

79400000 - Business and management consultancy and related services

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
13 Dec 20187 years ago
Submission Deadline
14 Jan 2019Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
11 Mar 2019 - 10 Mar 2021 2-3 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
UNIVERSITY OF BIRMINGHAM
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
EDGBASTON
Postcode
B15 2TT
Post Town
Birmingham
Country
England
Major Region (ITL 1)
TLG West Midlands (England)
Basic Region (ITL 2)
TLG3 West Midlands
Small Region (ITL 3)
TLG31 Birmingham
Delivery Location
TLG West Midlands (England)
Local Authority
Birmingham
Electoral Ward
Edgbaston
Westminster Constituency
Birmingham Edgbaston

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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