Notice Information
Notice Title
Asset Investment Management Service
Notice Description
CARDIFF AND VALE LOCAL HEALTH BOARD CHARITY has the requirement for Investment Management Services. The Charity is seeking innovative responses to deliver Investment Services commensurate with the esponsibilities of NHS Charities. The contract will be for a period of 2 years commencing from 1st October 2019 with the Health Board option to extend for a maximum of a further two years. The Charity seeks to maximise the total return on funds held and the Charity seeks to adopt a conservative policy on risk and previously has adopted a flexible structure in respect of Asset Class Distribution. In terms of the current portfolio, the Local Health Board's investments had a market value of GPB 6.2m as at March 2019 and the portfolio is broken down over various sectors as shown in the tender documents. The Charity requires the successful supplier to manage the funds on behalf of the Charity in accordance with the required Charity Commission and other legal requirements placed on NHS charities.
Lot Information
Lot 1
Cardiff and Vale University Health Board Charity has the requirement for Investment Management Services. The Charity is seeking innovative responses to deliver Investment Services commensurate with the responsibilities of NHS Charities. The contract will be for a period of 2 years commencing from 1st October 2019 with the Health Board option to extend for a maximum of a further two years. The Charity seeks to maximise the total return on funds held and the Charity seeks to adopt a conservative policy on risk and previously has adopted a flexible structure in respect of Asset Class Distribution. In terms of the current portfolio, the Local Health Board's investments had a market value of GBP 6.114m as at March 2019 and the portfolio is broken down over various sectors as shown in the tender documents. The Charity requires the successful supplier to manage the funds on behalf of the Charity in accordance with the required Charity Commission and other legal requirements placed on NHS charities. The current restrictions placed on investments by the Charity are set out in the approved investment strategy which is provided in the tender documents.
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-h6vhtk-047bd0
- Publication Source
- Find A Tender Service
- Latest Notice
- https://www.find-tender.service.gov.uk/Notice/020867-2024
- Current Stage
- Award
- All Stages
- Award
Procurement Classification
- Notice Type
- Award Notice
- Procurement Type
- Standard
- Procurement Category
- Services
- Procurement Method
- Open
- Procurement Method Details
- Open procedure
- Tender Suitability
- Not specified
- Awardee Scale
- Not specified
Common Procurement Vocabulary (CPV)
- CPV Divisions
66 - Financial and insurance services
-
- CPV Codes
66000000 - Financial and insurance services
66100000 - Banking and investment services
66120000 - Investment banking services and related services
Notice Value(s)
- Tender Value
- Not specified
- Lots Value
- Not specified
- Awards Value
- Not specified
- Contracts Value
- Not specified
Notice Dates
- Publication Date
- 9 Jul 20241 years ago
- Submission Deadline
- Not specified
- Future Notice Date
- Not specified
- Award Date
- 9 Jul 20241 years ago
- Contract Period
- Not specified - Not specified
- Recurrence
- Not specified
Notice Status
- Tender Status
- Cancelled
- Lots Status
- Cancelled
- Awards Status
- Unsuccessful
- Contracts Status
- Not Specified
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- NHS WALES SHARED SERVICES PARTNERSHIP
- Contact Name
- Sophie Stacey / Emma Rowe-Jones
- Contact Email
- sophie.stacey@wales.nhs.uk
- Contact Phone
- +44 2920746577
Buyer Location
- Locality
- CARDIFF
- Postcode
- CF14 4XW
- Post Town
- Cardiff
- Country
- Wales
-
- Major Region (ITL 1)
- TLL Wales
- Basic Region (ITL 2)
- TLL5 South East Wales
- Small Region (ITL 3)
- TLL52 Cardiff and Vale of Glamorgan
- Delivery Location
- TLL22 Cardiff and Vale of Glamorgan
-
- Local Authority
- Cardiff
- Electoral Ward
- Heath
- Westminster Constituency
- Cardiff North
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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