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
- Stewart Kerr
- Contact Email
- s.v.kerr@dundee.ac.uk
- Contact Phone
- +44 138286810
Buyer Location
- Locality
- DUNDEE
- Postcode
- DD1 4HN
- 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
- West End
- Westminster Constituency
- Dundee Central
Further Information
Notice Documents
-
https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=FEB471260&idx=2
15th February 2023 - Appendix A -
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=FEB471260
Management of Endowment Portfolio - The University of Dundee (UoD) would like to engage a suitably qualified provider to manage their Endowment Portfolio Funds.
Notice URLs
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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