Planning

Investment Manager

ABERTAY UNIVERSITY

This public procurement record has 1 release in its history.

Planning

01 Oct 2021 at 00:00

Summary of the contracting process

Abertay University, located in Dundee, UK, is initiating a tender process for an Investment Manager to oversee the long-term investment of its asset portfolio. This procurement falls within the services category and is classified under higher education and investment management. The contract has a total value of £180,000 and is currently in the planning stage. Interested parties should note that the deadline for expressing interest is set for 15 November 2021, with the contract expected to commence on 8 March 2022 and continue until at least 1 April 2025, with an option to extend for up to 36 months.

This tender presents significant opportunities for firms specialising in investment management, particularly those that prioritise environmental, social, and governance factors. Businesses that are signatories to the UN Principles for Responsible Investment and the UK Stewardship Code will be well-suited to compete for this contract, as these criteria are essential for selection. Furthermore, investment firms with experience in managing diverse portfolios while adhering to responsible investment guidelines are encouraged to participate, potentially resulting in a lucrative partnership with Abertay University.

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Notice Title

Investment Manager

Notice Description

Abertay University is looking for the services of an Investment Manager to manage the long term investment of its assets portfolio.

Lot Information

Lot 1

The University requires an Investment Manager to manage it's asset portfolio. The Investment Manager must take into account environmental, social, and governance factors when considering any investment. 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. Responsible Investment is a key requirement of this provision.

Renewal: An option to extend will be available for a period(s) of up to 36 months.

Publication & Lifecycle

Open Contracting ID
ocds-r6ebe6-0000668875
Publication Source
Public Contracts Scotland
Latest Notice
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=OCT429138
Current Stage
Planning
All Stages
Planning

Procurement Classification

Notice Type
OJEU - F1 - Prior Information Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Not Specified
Procurement Method Details
Not specified
Tender Suitability
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services


CPV Codes

66100000 - Banking and investment services

66120000 - Investment banking services and related services

Notice Value(s)

Tender Value
£180,000 £100K-£500K
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
1 Oct 20214 years ago
Submission Deadline
9 Dec 2021Expired
Future Notice Date
15 Nov 2021Expired
Award Date
Not specified
Contract Period
8 Mar 2022 - 1 Apr 2025 3-4 years
Recurrence
Not specified

Notice Status

Tender Status
Planned
Lots Status
Planned
Awards Status
Not Specified
Contracts Status
Not Specified

Contracting Authority (Buyer)

Main Buyer
ABERTAY UNIVERSITY
Contact Name
Not specified
Contact Email
procurement@abertay.ac.uk
Contact Phone
+44 1382308995

Buyer Location

Locality
DUNDEE
Postcode
DD1 1HG
Post Town
Dundee
Country
Scotland

Major Region (ITL 1)
TLM Scotland
Basic Region (ITL 2)
TLM0 Eastern Scotland
Small Region (ITL 3)
TLM03 Angus and Dundee City
Delivery Location
TLM71 Angus and Dundee City

Local Authority
Dundee City
Electoral Ward
Maryfield
Westminster Constituency
Dundee Central

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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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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