Tender

Investment Manager

THE UNIVERSITY OF NOTTINGHAM

This public procurement record has 3 releases in its history.

TenderAmendment

23 Apr 2020 at 14:22

Tender Notice
TenderAmendment

23 Apr 2020 at 14:22

Tender Notice
Tender

05 Mar 2020 at 09:15

Tender Notice
Summary of the contracting process

The University of Nottingham is currently seeking an Investment Manager to oversee its investment portfolio, valued at approximately £53 million, alongside a medium-term investment fund of about £10 million. This procurement process is in the tender stage, with the deadline for submissions set for 7th May 2020. The contract is classified under banking and investment services, with a contract period commencing on 1st July 2020 and extending through to 30th June 2024. This opportunity is being pursued through an open procurement method, with an estimated contract value between £1 million and £1.5 million, and deliveries expected at the university's Nottingham location in the East Midlands.

This tender presents significant opportunities for growth for businesses specialising in investment management and related banking services. Companies that can demonstrate expertise in managing sizable investment portfolios, especially those familiar with university endowments and funds, would be ideally suited to compete. Additionally, the open procurement method encourages participation from small and medium-sized enterprises (SMEs), thus creating a competitive landscape for innovative firms looking to enhance their market presence in the public sector.

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Notice Information

Notice Title

Investment Manager

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. Additional information: To apply for this contract please register as a supplier at the below link. https://in-tendhost.co.uk/universityofnottingham/aspx/Home Is a Recurrent Procurement Type? : No

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-67305691-f3ed-4517-b3b8-e9c2c204722d
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/f0164ecb-0df8-4c1b-9da9-49942cd5ca01
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

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
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
23 Apr 20205 years ago
Submission Deadline
7 May 2020Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
30 Jun 2020 - 30 Jun 2024 4-5 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
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

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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