Tender

Investment Manager Services

UNIVERSITY OF YORK

This public procurement record has 1 release in its history.

Tender

23 Feb 2022 at 15:01

Tender Notice
Summary of the contracting process

The University of York is currently seeking tenders for Investment Manager Services, with a contract duration of five years aimed at managing a portfolio valued at approximately £7.3 million. This open procurement process is set within the services industry, focusing specifically on investment banking and portfolio management. The tender is active and submissions are due by 25 March 2022, with the contract commencing on 7 June 2022 and concluding on 6 June 2027. Interested parties should refer to the tender notice for further details on requirements and submissions.

This opportunity presents significant potential for business growth, particularly for FCA-authorised firms specialising in discretionary investment management. Companies with expertise in developing suitable investment strategies, portfolio management, and market insight will find themselves well-positioned to compete for this contract. With a minimum contract value of £125,000 and a maximum value of £200,000, it offers a lucrative avenue for firms looking to expand their portfolio in this sector.

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Notice Information

Notice Title

Investment Manager Services

Notice Description

The University of York is pleased to invite tenders from FCA authorised firms for the provision of discretionary investment management services for an initial contract term of 5 years. The University's investment portfolio currently contains permanent endowment assets valued at approximately PS7.3m. The services we require as a minimum are: - Suitable investment strategy and allocation advice - Portfolio management and reporting - Account management and market insight Further details can be found in the invitation to tender documents. Additional information: All information regarding this requirement is available at https://in-tendhost.co.uk/york/aspx/Tenders/Current. Is a Recurrent Procurement Type? : Yes

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-72edb1d3-f236-4a4a-8963-c117399c1780
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/1c71ddc6-9a72-400c-beda-ec89df703be4
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

66120000 - Investment banking services and related services

66140000 - Portfolio management services

Notice Value(s)

Tender Value
£200,000 £100K-£500K
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
23 Feb 20224 years ago
Submission Deadline
25 Mar 2022Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
7 Jun 2022 - 6 Jun 2027 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
UNIVERSITY OF YORK
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
NORTH YORKSHIRE
Postcode
YO10 5DD
Post Town
York
Country
England
Major Region (ITL 1)
TLE Yorkshire and The Humber
Basic Region (ITL 2)
TLE2 North Yorkshire
Small Region (ITL 3)
TLE21 York
Delivery Location
TLE Yorkshire and The Humber
Local Authority
York
Electoral Ward
Hull Road
Westminster Constituency
York Central

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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