Notice Information
Notice Title
NU/ 1756 The Provision of Global Equity Manager/s
Notice Description
The university appointed active global equity investment managers to manage in the region of PS75m behalf of the University of Newcastle endowment fund.
Lot Information
Lot 1
The University wishes to appoint active global equity investment manager/s (between 1 and 3 companies) to manage in the region of PS75m behalf of the University of Newcastle endowment fund. Social and environmental justice are core values of the University and we are committed to socially and environmentally responsible investment. We are looking to appoint investment managers with well-developed ESG approaches who will also work with us to achieve the aims of our Climate Action Plan. We do not permit investment in tobacco related companies or companies making revenue from armaments or from the extraction and production of fossil fuels. UK equities are acceptable within the portfolio but must not exceed 20% of the total portfolio by value. Bidders should disclose the control ranges which they apply to UK holdings. To be considered managers must meet the criteria outlined in the specification including: * UNPRI signatory * No investment in tobacco related companies or companies making revenue from armaments or from the extraction and production of fossil fuels. * Is not currently and has not in the last five years been subject to serious regulatory investigation or action * Track record of fund management team of at least ten years in running equity mandates * Ability to contribute to the University's Climate Action Plan through the provision of reports on the carbon footprint of investment portfolios All criteria are extremely important to the University and will not be negotiable.
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-h6vhtk-031cf0
- Publication Source
- Find A Tender Service
- Latest Notice
- https://www.find-tender.service.gov.uk/Notice/020418-2022
- Current Stage
- Award
- All Stages
- Tender, Award
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
- 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
- £2,500,000 £1M-£10M
- Lots Value
- £2,500,000 £1M-£10M
- Awards Value
- Not specified
- Contracts Value
- Not specified
Notice Dates
- Publication Date
- 27 Jul 20223 years ago
- Submission Deadline
- 4 Apr 2022Expired
- Future Notice Date
- Not specified
- Award Date
- 14 Jul 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
- NEWCASTLE UNIVERSITY
- Contact Name
- Mrs Leigh Robinson
- Contact Email
- leigh.anderson@ncl.ac.uk
- Contact Phone
- +44 1912088618
Buyer Location
- Locality
- NEWCASTLE UPON TYNE
- Postcode
- NE1 7RU
- Post Town
- Newcastle upon Tyne
- Country
- England
-
- Major Region (ITL 1)
- TLC North East (England)
- Basic Region (ITL 2)
- TLC4 Northumberland, Durham and Tyne & Wear
- Small Region (ITL 3)
- TLC43 Tyneside
- Delivery Location
- TLC22 Tyneside
-
- Local Authority
- Newcastle upon Tyne
- Electoral Ward
- Monument
- Westminster Constituency
- Newcastle upon Tyne Central and West
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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