Tender

Endowment Fund Investment Manager

UNIVERSITY OF BRISTOL

This public procurement record has 1 release in its history.

Tender

09 Mar 2017 at 08:06

Tender Notice
Summary of the contracting process

The University of Bristol is conducting a tender process for the position of Endowment Fund Investment Manager, aimed at managing its endowment portfolio valued at approximately £60 million. The deadline for submissions is 7th April 2017, with the contract starting on 1st September 2017 and lasting for an initial period of five years, extendable for an additional five years. This procurement process is classified under portfolio management services and follows a selective procurement method through a restricted procedure, with service delivery expected in the South West region of the United Kingdom.

This tender presents significant opportunities for businesses specialising in fund management, particularly those with experience in managing charitable funds. Companies that can demonstrate a strong track record in providing high-quality service, in line with corporate governance best practices, will be well-suited to compete. The successful bidder will have the chance to establish a close working relationship with a prestigious university, potentially enhancing their visibility and credibility within the academic sector.

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Notice Information

Notice Title

Endowment Fund Investment Manager

Notice Description

Following a review of the University's Endowment Investment Policy, the University of Bristol has decided to seek tenders from specialist managers for the management of its endowment portfolio which has a value of approximately PS60M. Potential managers of the portfolio would be expected to invest in line with best practice in terms of corporate governance and the University's Endowment Investment Policy. The University places a premium on the service it receives from its suppliers and the managers of the portfolio would be expected to provide a high quality of service and develop a close working relationship with the University. Potential managers of the portfolio would be expected to have experience of managing funds from charities. The initial contract period is 5 years plus up to another 5 years if the options to extend are exercised. The "Lowest/Actual Value" referred to in the Summary Information is estimated on the basis of the minimum contract period of 5 years. Additional information: https://tenders.bris.ac.uk

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-79091feb-be8a-4c7e-a9b8-1c69b5502801
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/c2028c8d-fa00-4ab3-88e1-ae6f0d92cd82
Current Stage
Tender
All Stages
Tender

Procurement Classification

Notice Type
Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Selective
Procurement Method Details
Restricted procedure
Tender Suitability
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66140000 - Portfolio management services

Notice Value(s)

Tender Value
£850,000 £500K-£1M
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
9 Mar 20178 years ago
Submission Deadline
7 Apr 2017Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
31 Aug 2017 - 30 Aug 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 BRISTOL
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
BRISTOL
Postcode
BS2 8BB
Post Town
Bristol
Country
England
Major Region (ITL 1)
TLK South West (England)
Basic Region (ITL 2)
TLK5 West of England
Small Region (ITL 3)
TLK51 Bristol, City of
Delivery Location
TLK South West (England)
Local Authority
Bristol, City of
Electoral Ward
Central
Westminster Constituency
Bristol 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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