Notice Information
Notice Title
HH052-23-HB Investment Manager/Advisor Services - Endowment Fund
Notice Description
Prior Information Notice to provide advance notification of potential forthcoming contract opportunities to provide NHS Highland and NHS Orkney with Investment Manager/Advisor Services for their Endowment Funds.
Lot Information
Lot 1
It is anticipated that the scope of the services covered under the contract will include, - The provision of an Endowments Funds Investment Services for NHS Highland and NHS Orkney. - The provider shall make recommendations to the Endowment Fund Committees in relation to the most appropriate investment policies in order to achieve the Endowment Fund objectives. - The Provider shall take into account environmental, social, and governance factors into consideration when considering any investment within the Endowment Fund portfolios. - It is also expected that the Investment Manager/Advisor is a signatory to the UN Principles for Responsible Investment (UNPRI) and the UK Stewardship Code in this regard. - The Health Boards require a single Investment Manager/Advisor to implement the entire mandate.. Please note, the information contained within this Prior Information Notice (PIN) is subject to change.
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-r6ebe6-0000745288
- Publication Source
- Public Contracts Scotland
- Latest Notice
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=SEP488991
- 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
-
- CPV Codes
66120000 - Investment banking services and related services
Notice Value(s)
- Tender Value
- £188,000 £100K-£500K
- Lots Value
- Not specified
- Awards Value
- Not specified
- Contracts Value
- Not specified
Notice Dates
- Publication Date
- 25 Sep 20232 years ago
- Submission Deadline
- Not specified
- Future Notice Date
- 13 Nov 2023Expired
- Award Date
- Not specified
- Contract Period
- Not specified - Not specified
- Recurrence
- Not specified
Notice Status
- Tender Status
- Planned
- Lots Status
- Planned
- Awards Status
- Not Specified
- Contracts Status
- Not Specified
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- NHS Highland
- Additional Buyers
- Contact Name
- Available with D3 Tenders Premium →
- Contact Email
- Available with D3 Tenders Premium →
- Contact Phone
- Available with D3 Tenders Premium →
Buyer Location
- Locality
- INVERNESS
- Postcode
- IV2 3BW
- Postcode Area
- Inverness
- Country
- Scotland
-
- Major Region (ITL 1)
- TLM Scotland
- Basic Region (ITL 2)
- TLM2 Highlands and Islands
- Small Region (ITL 3)
- TLM20 Highlands and Islands
- Delivery Location
- TLM6 Highlands and Islands
-
- Local Authority
- Highland
- Electoral Ward
- Inverness South
- Westminster Constituency
- Inverness, Skye and West Ross-shire
Further Information
Notice Documents
-
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=SEP488991
HH052-23-HB Investment Manager/Advisor Services - Endowment Fund - Prior Information Notice to provide advance notification of potential forthcoming contract opportunities to provide NHS Highland and NHS Orkney with Investment Manager/Advisor Services for their Endowment Funds.
Open Contracting Data Standard (OCDS)
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.