Notice Information
Notice Title
Investment Manager
Notice Description
The University is seeking to appoint an experienced Investment Manager to manage its investment portfolio of GBP12.5 million, ensuring alignment with the University's long-term financial strategy, risk tolerance, and ethical values.
Lot Information
Lot 1
The University is seeking to appoint an experienced Investment Manager to manage its investment portfolio. The successful Investment Manager will be responsible for managing an investment portfolio of GBP12.5 million, ensuring alignment with the University's long-term financial strategy, risk tolerance, and ethical values. The appointed manager will also be expected to maintain compliance with relevant regulatory frameworks and deliver sustainable, responsible, and profitable investment outcomes.
Renewal: option of extending the contract for a further period (or periods) of up to 5 years after the expiry of the term.
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-r6ebe6-0000786952
- Publication Source
- Public Contracts Scotland
- Latest Notice
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAR527127
- Current Stage
- Award
- All Stages
- Tender, Award
Procurement Classification
- Notice Type
- PCS Notice - Website 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
66100000 - Banking and investment services
66120000 - Investment banking services and related services
Notice Value(s)
- Tender Value
- £160,000 £100K-£500K
- Lots Value
- £160,000 £100K-£500K
- Awards Value
- Not specified
- Contracts Value
- Not specified
Notice Dates
- Publication Date
- 31 Mar 202510 months ago
- Submission Deadline
- 17 Feb 2025Expired
- Future Notice Date
- Not specified
- Award Date
- 27 Mar 202511 months ago
- Contract Period
- Not specified - Not specified
- Recurrence
- Depending on whether the extension option is offered. If no extension period, the opportunity will be advertised September 2029, if the extension is offered, it would be difficult to state a date as the extension period could be anything up to a further 5 years.
Notice Status
- Tender Status
- Complete
- Lots Status
- Complete
- Awards Status
- Not Specified
- Contracts Status
- Active
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- ABERTAY UNIVERSITY
- Contact Name
- Procurement Team
- 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
Further Information
Notice Documents
-
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JAN521968
Investment Manager - The University is seeking to appoint an experienced Investment Manager to manage its investment portfolio of GBP12.5 million, ensuring alignment with the University's long-term financial strategy, risk tolerance, and ethical values. -
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAR527127
Investment Manager - The University is seeking to appoint an experienced Investment Manager to manage its investment portfolio of GBP12.5 million, ensuring alignment with the University's long-term financial strategy, risk tolerance, and ethical values.
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.
{
"tag": [
"compiled"
],
"id": "ocds-r6ebe6-0000786952-2025-03-31T00:00:00Z",
"date": "2025-03-31T00:00:00Z",
"ocid": "ocds-r6ebe6-0000786952",
"initiationType": "tender",
"parties": [
{
"id": "org-85",
"name": "Abertay University",
"identifier": {
"legalName": "Abertay University"
},
"address": {
"streetAddress": "Bell Street",
"locality": "Dundee",
"region": "UK",
"postalCode": "DD1 1HG"
},
"contactPoint": {
"name": "Procurement Team",
"email": "procurement@abertay.ac.uk",
"telephone": "+44 1382308995",
"url": "http://www.publictendersscotland.publiccontractsscotland.gov.uk"
},
"roles": [
"buyer"
],
"details": {
"classifications": [
{
"id": "Body governed by public law",
"scheme": "TED_CA_TYPE"
},
{
"id": "09",
"description": "Education",
"scheme": "COFOG"
}
],
"url": "http://www.abertay.ac.uk"
}
},
{
"id": "org-44",
"name": "Dundee Sherriff Court",
"identifier": {
"legalName": "Dundee Sherriff Court"
},
"address": {
"streetAddress": "6 West Bell Street",
"locality": "Dundee",
"postalCode": "DD1 9AD"
},
"contactPoint": {
"url": "http://"
},
"roles": [
"reviewBody"
]
},
{
"id": "org-41",
"name": "Abertay University",
"identifier": {
"legalName": "Abertay University"
},
"address": {
"streetAddress": "Bell Street",
"locality": "Dundee",
"region": "UK",
"postalCode": "DD1 1HG"
},
"contactPoint": {
"name": "Procurement Team",
"email": "procurement@abertay.ac.uk",
"telephone": "+44 1382308995",
"url": "http://"
},
"roles": [
"buyer"
],
"details": {
"classifications": [
{
"id": "Body governed by public law",
"scheme": "TED_CA_TYPE"
},
{
"id": "09",
"description": "Education",
"scheme": "COFOG"
}
],
"url": "http://www.abertay.ac.uk"
}
},
{
"id": "org-42",
"name": "UBS AG",
"identifier": {
"legalName": "UBS AG"
},
"address": {
"streetAddress": "5 Broadgate",
"locality": "London",
"region": "UKM75",
"postalCode": "EC2M 2AN"
},
"contactPoint": {
"telephone": "+44 2075670284"
},
"roles": [
"supplier"
],
"details": {
"scale": "large",
"url": "http://"
}
},
{
"id": "org-43",
"name": "Dundee Sherriff Court",
"identifier": {
"legalName": "Dundee Sherriff Court"
},
"address": {
"streetAddress": "6 West Bell Street",
"locality": "Dundee",
"postalCode": "DD1 9AD"
},
"contactPoint": {
"url": "http://"
},
"roles": [
"reviewBody"
]
}
],
"buyer": {
"name": "Abertay University",
"id": "org-41"
},
"tender": {
"id": "066-AU-PRO-2425",
"title": "Investment Manager",
"description": "The University is seeking to appoint an experienced Investment Manager to manage its investment portfolio of GBP12.5 million, ensuring alignment with the University's long-term financial strategy, risk tolerance, and ethical values.",
"status": "complete",
"items": [
{
"id": "1",
"additionalClassifications": [
{
"id": "66100000",
"scheme": "CPV"
},
{
"id": "66120000",
"scheme": "CPV"
}
],
"deliveryLocation": {
"description": "Dundee City"
},
"deliveryAddresses": [
{
"region": "UKM71"
},
{
"region": "UKM71"
}
],
"relatedLot": "1"
}
],
"value": {
"amount": 160000,
"currency": "GBP"
},
"procurementMethod": "open",
"procurementMethodDetails": "Open procedure",
"mainProcurementCategory": "services",
"submissionMethod": [
"electronicSubmission"
],
"submissionMethodDetails": "http://www.publictendersscotland.publiccontractsscotland.gov.uk",
"tenderPeriod": {
"endDate": "2025-02-17T12:00:00Z"
},
"awardPeriod": {
"startDate": "2025-02-17T12:30:00Z"
},
"documents": [
{
"id": "JAN521968",
"documentType": "contractNotice",
"title": "Investment Manager",
"description": "The University is seeking to appoint an experienced Investment Manager to manage its investment portfolio of GBP12.5 million, ensuring alignment with the University's long-term financial strategy, risk tolerance, and ethical values.",
"url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JAN521968",
"format": "text/html"
},
{
"id": "economic",
"documentType": "economicSelectionCriteria"
},
{
"id": "technical",
"documentType": "technicalSelectionCriteria"
},
{
"id": "MAR527127",
"documentType": "awardNotice",
"title": "Investment Manager",
"description": "The University is seeking to appoint an experienced Investment Manager to manage its investment portfolio of GBP12.5 million, ensuring alignment with the University's long-term financial strategy, risk tolerance, and ethical values.",
"url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAR527127",
"format": "text/html"
}
],
"lots": [
{
"id": "1",
"description": "The University is seeking to appoint an experienced Investment Manager to manage its investment portfolio. The successful Investment Manager will be responsible for managing an investment portfolio of GBP12.5 million, ensuring alignment with the University's long-term financial strategy, risk tolerance, and ethical values. The appointed manager will also be expected to maintain compliance with relevant regulatory frameworks and deliver sustainable, responsible, and profitable investment outcomes.",
"status": "complete",
"value": {
"amount": 160000,
"currency": "GBP"
},
"hasOptions": false,
"submissionTerms": {
"variantPolicy": "notAllowed"
},
"contractPeriod": {
"durationInDays": 1800
},
"hasRenewal": true,
"renewal": {
"description": "option of extending the contract for a further period (or periods) of up to 5 years after the expiry of the term."
}
}
],
"bidOpening": {
"date": "2025-02-17T12:30:00Z",
"address": {
"streetAddress": "Abertay University"
}
},
"contractTerms": {
"hasElectronicPayment": true,
"hasElectronicOrdering": true,
"electronicInvoicingPolicy": "allowed"
},
"coveredBy": [
"GPA"
],
"otherRequirements": {
"requiresStaffNamesAndQualifications": true
},
"submissionTerms": {
"languages": [
"en"
],
"bidValidityPeriod": {
"endDate": "2025-05-19T00:00:00Z"
}
},
"classification": {
"id": "66100000",
"scheme": "CPV"
},
"hasRecurrence": true,
"recurrence": {
"description": "Depending on whether the extension option is offered. If no extension period, the opportunity will be advertised September 2029, if the extension is offered, it would be difficult to state a date as the extension period could be anything up to a further 5 years."
}
},
"language": "EN",
"description": "The buyer is using PCS-Tender to conduct this ITT exercise. The Project code is project_28319. For more information see: https://www.publictendersscotland.publiccontractsscotland.gov.uk/ (SC Ref:794769)",
"links": [
{
"rel": "canonical",
"href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000786952"
},
{
"rel": "canonical",
"href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000786952"
}
],
"noticetype": "PCS Notice - Website Contract Award Notice",
"awards": [
{
"id": "066-AU-PRO-2425",
"suppliers": [
{
"id": "org-42",
"name": "UBS AG"
}
],
"relatedLots": [
"1"
]
}
],
"contracts": [
{
"id": "066-AU-PRO-2425",
"awardID": "066-AU-PRO-2425",
"status": "active",
"dateSigned": "2025-03-27T00:00:00Z"
}
],
"bids": {
"statistics": [
{
"id": "71",
"measure": "bids",
"value": 12,
"relatedLot": "1"
},
{
"id": "72",
"measure": "smeBids",
"value": 0,
"relatedLot": "1"
},
{
"id": "73",
"measure": "foreignBidsFromEU",
"value": 0,
"relatedLot": "1"
},
{
"id": "74",
"measure": "foreignBidsFromNonEU",
"value": 12,
"relatedLot": "1"
},
{
"id": "75",
"measure": "electronicBids",
"value": 12,
"relatedLot": "1"
},
{
"id": "76",
"measure": "lowestValidBidValue",
"value": 37500,
"relatedLot": "1"
},
{
"id": "77",
"measure": "highestValidBidValue",
"value": 105500,
"relatedLot": "1"
}
]
}
}