Notice Information
Notice Title
Investment Management Services
Notice Description
3.1 CRW has an investment portfolio as at 31 March 2023 of PS4.5 million invested within the ethical markets.3.2 As a Cancer Research Charity, investments in any tobacco related products is prohibited and this is a non negotiable condition.3.3 The investment portfolio is held to provide a financial return in the form of interest receivable and investment gains to fund our Research Strategy3.4 The appointed supplier will be responsible for, but shall not be limited to:I. Reviewing the current Investment Policy and making recommendations as appropriate..II. Make investment decisions in line with the Investment Policy.III. Provide Quarterly reviews and an annual review of the Investment PortfolioIV. Provide relevant information to enable the preparation of the Charities Financial StatementsV. Act as a sounding board and advisor.VI. Actively engage in the activities of the Charity to understand the work we do, challenges and opportunities.
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-kuma6s-134078
- Publication Source
- Sell2Wales
- Latest Notice
- https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=134078
- Current Stage
- Award
- All Stages
- Tender, Award
Procurement Classification
- Notice Type
- S2W Notice - Website Contract Award Notice
- Procurement Type
- Standard
- Procurement Category
- Services
- Procurement Method
- Open
- Procurement Method Details
- Not specified
- Tender Suitability
- Not specified
- Awardee Scale
- Not specified
Common Procurement Vocabulary (CPV)
- CPV Divisions
66 - Financial and insurance services
79 - Business services: law, marketing, consulting, recruitment, printing and security
-
- CPV Codes
66100000 - Banking and investment services
66600000 - Treasury services
79220000 - Fiscal services
79412000 - Financial management consultancy services
Notice Value(s)
- Tender Value
- Not specified
- Lots Value
- Not specified
- Awards Value
- Not specified
- Contracts Value
- Not specified
Notice Dates
- Publication Date
- 28 Sep 20232 years ago
- Submission Deadline
- 4 Sep 2023Expired
- Future Notice Date
- Not specified
- Award Date
- 28 Sep 20232 years ago
- Contract Period
- Not specified - Not specified
- Recurrence
- Not specified
Notice Status
- Tender Status
- Not Specified
- Lots Status
- Not Specified
- Awards Status
- Not Specified
- Contracts Status
- Active
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- CANCER RESEARCH WALES
- Contact Name
- Alison Yandall
- Contact Email
- Not specified
- Contact Phone
- +44 07365206564
Buyer Location
- Locality
- CARDIFF
- Postcode
- CF24 5PJ
- 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
- Not specified
-
- Local Authority
- Cardiff
- Electoral Ward
- Splott
- Westminster Constituency
- Cardiff South and Penarth
Further Information
Notice Documents
-
https://www.sell2wales.gov.wales/Notice/Download/DocumentDownload.aspx?id=AUG447045&idx=1
21st August 2023 - ITT - Tender documentation -
https://www.sell2wales.gov.wales/Notice/Download/DocumentDownload.aspx?id=AUG447045&idx=2
21st August 2023 - ITT - Tender documentation
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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