Notice Information
Notice Title
HH052-23-HB Investment Manager Services - Endowment Fund
Notice Description
NHS Highland and NHS Orkney Health Boards require the provision of Investment Manager Services for their Endowment Funds.
Lot Information
Lot 1
It is anticipated that the scope of the services covered under the contract will include, - The provision of an Endowments Funds Investment Services for NHS Highland and NHS Orkney. - The provider shall make recommendations to the Endowment Fund Committees in relation to the most appropriate investment policies in order to achieve the Endowment Fund objectives. - The Provider shall take into account environmental, social, and governance factors into consideration when considering any investment within the Endowment Fund portfolios. - It is also expected that the Investment Manager is a signatory to the UN Principles for Responsible Investment (UNPRI) and the UK Stewardship Code in this regard. - The Health Boards require a single Investment Manager to implement the entire mandate
Renewal: Contract period is for two years with an option to extend for a further 24 months.
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-h6vhtk-04035a
- Publication Source
- Find A Tender Service
- Latest Notice
- https://www.find-tender.service.gov.uk/Notice/010498-2024
- Current Stage
- Award
- All Stages
- Planning, Tender, Award
Procurement Classification
- Notice Type
- Planning 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
-
- CPV Codes
66120000 - Investment banking services and related services
Notice Value(s)
- Tender Value
- £188,000 £100K-£500K
- Lots Value
- £188,000 £100K-£500K
- Awards Value
- Not specified
- Contracts Value
- £188,000 £100K-£500K
Notice Dates
- Publication Date
- 2 Apr 20242 years ago
- Submission Deadline
- 31 Oct 2023Expired
- Future Notice Date
- 13 Nov 2023Expired
- Award Date
- 18 Mar 20242 years ago
- Contract Period
- 1 Apr 2024 - 31 Mar 2028 4-5 years
- Recurrence
- If contract isn't extended - 2026
Notice Status
- Tender Status
- Complete
- Lots Status
- Cancelled
- Awards Status
- Active
- Contracts Status
- Active
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- NHS Highland
- Additional Buyers
- Contact Name
- Available with D3 Tenders Premium →
- Contact Email
- Available with D3 Tenders Premium →
- Contact Phone
- Available with D3 Tenders Premium →
Buyer Location
- Locality
- INVERNESS
- Postcode
- IV2 3BW
- Postcode Area
- Inverness
- Country
- Scotland
-
- Major Region (ITL 1)
- TLM Scotland
- Basic Region (ITL 2)
- TLM2 Highlands and Islands
- Small Region (ITL 3)
- TLM20 Highlands and Islands
- Delivery Location
- TLM6 Highlands and Islands
-
- Local Authority
- Highland
- Electoral Ward
- Inverness South
- Westminster Constituency
- Inverness, Skye and West Ross-shire
Further Information
Notice URLs
Open Contracting Data Standard (OCDS)
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.