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Management of Endowment Portfolio

University of Dundee

This public procurement record has 1 release in its history.

Tender

15 Feb 2023 at 00:00

OJEU - F2 - Contract Notice
Summary of the contracting process

The University of Dundee is seeking a provider for the "Management of Endowment Portfolio" tender, located in Dundee, UK. The procurement stage is 'active', with a deadline for submissions by March 16, 2023. This selective procurement opportunity in the services category offers a contract value of £650,000. The procurement method is a restricted procedure, with electronic submission required.

This tender by the University of Dundee presents an opportunity for businesses to manage endowment portfolio funds. Companies suited for this opportunity should have experience in financial asset management services. The procurement process involves a 6-year term contract with potential extensions, offering growth prospects for financial service providers specialising in ethical and sustainable investment strategies.

How relevant is this notice?

Notice Information

Notice Title

Management of Endowment Portfolio

Notice Description

The University of Dundee (UoD) would like to engage a suitably qualified provider to manage their Endowment Portfolio Funds.

Lot Information

Lot 1

Following a decision to fully divest from fossil fuel and to move our investment portfolio into an ESG focused strategy, The University of Dundee (UoD) would like to engage a suitably qualified provider to manage their Endowment Portfolio Funds in line with the key objectives outlined in the PQQ documentation.

Renewal: This will be a 6-year term contract, the initial duration will be 4 years and there will be two further consecutive 12 months extension options.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-r6ebe6-0000722660
Publication Source
Public Contracts Scotland
Latest Notice
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=FEB471260
Current Stage
Tender
All Stages
Tender

Procurement Classification

Notice Type
OJEU - F2 - Contract Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Selective
Procurement Method Details
Restricted procedure
Tender Suitability
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66140000 - Portfolio management services

Notice Value(s)

Tender Value
£650,000 £500K-£1M
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
15 Feb 20233 years ago
Submission Deadline
16 Mar 2023Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
Not specified - Not specified
Recurrence
6 months prior to the expiry of the existing contract, estimated at January 2029 assuming all extensions are taken up.

Notice Status

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

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
University of Dundee
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
DUNDEE
Postcode
DD1 4HN
Postcode Area
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
West End
Westminster Constituency
Dundee Central

Further Information

Notice Documents

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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