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 insightFurther details can be found in the invitation to tender documents.
Lot Information
Lot 1
As stated in II.1.4
Renewal: As stated in the Invitation to Tender document.
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-h6vhtk-031a6c
- Publication Source
- Find A Tender Service
- Latest Notice
- https://www.find-tender.service.gov.uk/Notice/015314-2023
- Current Stage
- Award
- All Stages
- Tender, Award
Procurement Classification
- Notice Type
- Tender Notice
- Procurement Type
- Standard
- Procurement Category
- Services
- Procurement Method
- Open
- Procurement Method Details
- Open procedure
- Tender Suitability
- Not specified
- Awardee Scale
- Large
Common Procurement Vocabulary (CPV)
- CPV Divisions
66 - Financial and insurance services
-
- CPV Codes
66120000 - Investment banking services and related services
Notice Value(s)
- Tender Value
- £200,000 £100K-£500K
- Lots Value
- Not specified
- Awards Value
- Not specified
- Contracts Value
- £206,966 £100K-£500K
Notice Dates
- Publication Date
- 30 May 20232 years ago
- Submission Deadline
- 25 Mar 2022Expired
- Future Notice Date
- Not specified
- Award Date
- 14 Nov 20223 years ago
- Contract Period
- Not specified - Not specified
- Recurrence
- Not specified
Notice Status
- Tender Status
- Complete
- Lots Status
- Cancelled
- Awards Status
- Active
- Contracts Status
- Active
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- UNIVERSITY OF YORK
- Contact Name
- Procurement Office
- Contact Email
- donna.lyon@york.ac.uk
- Contact Phone
- +44 1904328207
Buyer Location
- Locality
- YORK
- 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
- TLE21 York
-
- Local Authority
- York
- Electoral Ward
- Hull Road
- Westminster Constituency
- York Central
Further Information
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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