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EC0890 Investment Advisor

University Of Edinburgh

This public procurement record has 2 releases in its history.

Award

29 May 2020 at 01:00

OJEU - F3 - Contract Award Notice
Tender

06 Mar 2020 at 00:00

OJEU - F2 - Contract Notice
Summary of the contracting process

The University of Edinburgh is conducting a procurement process titled "EC0890 Investment Advisor," which falls under the education industry category. This contract aims to provide strategic advice for their investment committee, overseeing an endowment portfolio valued at £529 million. The procurement stage is currently active, with a successful bid having already been awarded to Mercer Limited. The tender period concluded on 14 April 2020, followed by the award period commencing on the same day, with the contract valued at £168,000.

This procurement process presents a significant opportunity for businesses specialising in investment consultancy and financial advisory services. Companies with expertise in endowment management, particularly those familiar with socially responsible investment (SRI) strategies, would be well-suited to compete in similar future tenders. The requirement for FCA authorisation and experience managing large-scale investment portfolios underscores the competitive nature of this market, making it ideal for established financial firms looking to expand their client base within the education sector.

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Notice Information

Notice Title

EC0890 Investment Advisor

Notice Description

The Investment Committee of the University of Edinburgh is responsible for the oversight and strategic direction of the endowment investments. The investment portfolio was valued at 529m GBP at 31 December 2019 The University of Edinburgh Court appoints members to the Investment Committee drawn from both Court members and external investment professionals. Key Roles and Responsibilities - Sets investment policy and strategy - Determines asset allocation - Identifies Fund Managers - Monitors fund performance - Advises University Court on its investment programme The Investment Committee is looking for someone who can make recommendations as well as stimulate debate around its investment strategy and objectives and support it in its key roles and responsibilities. The Committee has expertise on asset allocation but it will require advice on, for example, particular topics such as infrastructure investments, and manager selection. It is important that the consultant has the capacity to research topics raised and generate analyses and reports. The Committee envisages someone who will have the back-up of a team with diverse knowledge of the investment sector.

Lot Information

Lot 1

The Investment Committee of the University of Edinburgh is responsible for the oversight and strategic direction of the endowment investments. The investment portfolio was valued at 529m GBP at 31 December 2019 The University of Edinburgh Court appoints members to the Investment Committee drawn from both Court members and external investment professionals. Key Roles and Responsibilities Sets investment policy and strategy Determines asset allocation Identifies Fund Managers Monitors fund performance Advises University Court on its investment programme

Renewal: 2 year option to extend

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-r6ebe6-0000617131
Publication Source
Public Contracts Scotland
Latest Notice
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUN387339
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
OJEU - F3 - Contract Award 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
Not specified
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
£168,000 £100K-£500K

Notice Dates

Publication Date
29 May 20206 years ago
Submission Deadline
14 Apr 2020Expired
Future Notice Date
Not specified
Award Date
27 May 20206 years ago
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Complete
Awards Status
Not Specified
Contracts Status
Active

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
University Of Edinburgh
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
EDINBURGH
Postcode
EH1 1HT
Postcode Area
Edinburgh
Country
Scotland
Major Region (ITL 1)
TLM Scotland
Basic Region (ITL 2)
TLM1 East Central Scotland
Small Region (ITL 3)
TLM13 City of Edinburgh
Delivery Location
TLM75 City of Edinburgh
Local Authority
City of Edinburgh
Electoral Ward
City Centre
Westminster Constituency
Edinburgh East and Musselburgh

Supplier Information

Number of Suppliers
2
Supplier Names

Mercer Limited

University Of Edinburgh

Further Information

Notice Documents

  • https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAR382997
    EC0890 Investment Advisor - The Investment Committee of the University of Edinburgh is responsible for the oversight and strategic direction of the endowment investments. The investment portfolio was valued at 529m GBP at 31 December 2019 The University of Edinburgh Court appoints members to the Investment Committee drawn from both Court members and external investment professionals. Key Roles and Responsibilities - Sets investment policy and strategy - Determines asset allocation - Identifies Fund Managers - Monitors fund performance - Advises University Court on its investment programme The Investment Committee is looking for someone who can make recommendations as well as stimulate debate around its investment strategy and objectives and support it in its key roles and responsibilities. The Committee has expertise on asset allocation but it will require advice on, for example, particular topics such as infrastructure investments, and manager selection. It is important that the consultant has the capacity to research topics raised and generate analyses and reports. The Committee envisages someone who will have the back-up of a team with diverse knowledge of the investment sector.
  • https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUN387339
    EC0890 Investment Advisor - The Investment Committee of the University of Edinburgh is responsible for the oversight and strategic direction of the endowment investments. The investment portfolio was valued at 529m GBP at 31 December 2019 The University of Edinburgh Court appoints members to the Investment Committee drawn from both Court members and external investment professionals. Key Roles and Responsibilities - Sets investment policy and strategy - Determines asset allocation - Identifies Fund Managers - Monitors fund performance - Advises University Court on its investment programme The Investment Committee is looking for someone who can make recommendations as well as stimulate debate around its investment strategy and objectives and support it in its key roles and responsibilities. The Committee has expertise on asset allocation but it will require advice on, for example, particular topics such as infrastructure investments, and manager selection. It is important that the consultant has the capacity to research topics raised and generate analyses and reports. The Committee envisages someone who will have the back-up of a team with diverse knowledge of the investment sector.

Open Contracting Data Standard (OCDS)

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