---
title: "Investment Strategy & Management of Cash and Endowments"
ocid: "ocds-b5fd17-03b9e758-742d-478c-876b-ba4441d7f495"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-03b9e758-742d-478c-876b-ba4441d7f495"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-03b9e758-742d-478c-876b-ba4441d7f495.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-03b9e758-742d-478c-876b-ba4441d7f495.json"
source: "Contracts Finder"
current_stage: "Tender"
buyer: "DE MONTFORT UNIVERSITY"
published: "2018-12-17"
---

# Investment Strategy & Management of Cash and Endowments

Buyer: DE MONTFORT UNIVERSITY  
Current stage: Tender  
OCID: ocds-b5fd17-03b9e758-742d-478c-876b-ba4441d7f495

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## Summary

De Montfort University is seeking tenders for the project titled "Investment Strategy & Management of Cash and Endowments" in the financial and insurance services industry. This active procurement process is currently in the tender stage, with the submission deadline set for 25 January 2019. The anticipated contract period is from 11 March 2019 to 10 March 2024, with an estimated contract value of £300,000. The initial need is for the development of an investment strategy, which is due for completion by 15 May 2019, followed by an approval presentation on 20 June 2019.

This tender presents an excellent opportunity for firms specialising in investment advisory services, particularly those with expertise in creating and managing financial strategies. Small and medium-sized enterprises (SMEs) are encouraged to participate, as they are deemed suitable for this procurement. Businesses with experience in banking and investment services or investment banking-related services may find this contract aligns well with their capabilities, providing a chance to expand their client base and establish long-term relationships with a prominent educational institution.

## Notice

The University invites tenders from Investment advisors to create, implement and manage an Investment Strategy for Cash & Endowments. The initial requirement is for the creation of a DMU Investment Strategy, this is expected to commence immediately following contract award with a firm completion date for the initial strategy by the 15 May 2019. This strategy will then be presented for approval at the Finance and Human Resources Committee on the 20 June 2019. After the Investment Strategy is approved, the Investment Advisor will be responsible for implementation of the Investment strategy through suitable Investment Managers and ensuring the on-going review and management of investment arrangements. Additional information: Is a Recurrent Procurement Type? : No

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/cf036eca-7bbd-4c0b-bdc1-72ed8f6b41b5 |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure (above threshold) |
| Tender suitability | SME |
| Awardee scale | Not specified |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 17 Dec 2018 |
| Submission deadline | 25 Jan 2019 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 11 Mar 2019 - 10 Mar 2024 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £300,000 |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Active |
| Lots status | Not specified |
| Awards status | Not specified |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | DE MONTFORT UNIVERSITY |
| Locality | LECESTERSHIRE |
| Post town | Leicester |
| Postcode | LE1 9BH |
| Country | England |
| ITL 1 | TLF East Midlands (England) |
| ITL 2 | TLF2 Leicestershire, Rutland and Northamptonshire |
| ITL 3 | TLF21 Leicester |
| Local authority | Leicester |
| Electoral ward | Castle |
| Westminster constituency | Leicester South |
| Delivery location | TLF East Midlands (England) |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66000000 - Financial and insurance services
- 66100000 - Banking and investment services
- 66120000 - Investment banking services and related services

## Release History

- 17 Dec 2018 at 15:38 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/cf036eca-7bbd-4c0b-bdc1-72ed8f6b41b5

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/cf036eca-7bbd-4c0b-bdc1-72ed8f6b41b5
  17th December 2018 - Opportunity notice on Contracts Finder
- https://in-tendhost.co.uk/demontfort/aspx/
  Additional information on how to apply for this contract

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-03b9e758-742d-478c-876b-ba4441d7f495. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-03b9e758-742d-478c-876b-ba4441d7f495.json.