---
title: "Charitable Funds Investment Manager"
ocid: "ocds-b5fd17-190f40f2-7baa-4d9f-ab22-95d38a08fcbc"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-190f40f2-7baa-4d9f-ab22-95d38a08fcbc"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-190f40f2-7baa-4d9f-ab22-95d38a08fcbc.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-190f40f2-7baa-4d9f-ab22-95d38a08fcbc.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "NHS SHARED BUSINESS SERVICES LTD (NHS SBS)"
published: "2022-02-08"
---

# Charitable Funds Investment Manager

Buyer: NHS SHARED BUSINESS SERVICES LTD (NHS SBS)  
Current stage: Award  
OCID: ocds-b5fd17-190f40f2-7baa-4d9f-ab22-95d38a08fcbc

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## Summary

The procurement process for the position of Charitable Funds Investment Manager is being conducted by NHS Shared Business Services Ltd (NHS SBS). This tender falls within the banking and investment services industry and covers a contract for an initial duration of two years, with the possibility of two 12-month extensions, totalling a maximum term of four years. The tender period concluded on 17th February 2020, with the contract period commencing on 1st May 2020 and set to end on 30th April 2022. The procurement method employed is an open procedure.

This tender presents an opportunity for businesses in the investment management sector to engage with a public sector client looking for ethical investment practices. Companies with expertise in managing charitable funds, particularly those that can adhere to ethical frameworks, would be well-positioned to compete. Additionally, small and medium-sized enterprises (SMEs) are encouraged to participate, reflecting the contracting authority's openness to diverse supplier engagement.

## Notice

The Trust is looking to put in place a contract for a Charitable Funds Investment Manager who will manage the Charities funds. This contract is for an initial 2 years with the option for 2 x 12 month extensions making the maximum possible term 4 years. Any investment manager will need to work within the ethical framework set down by the Charity

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/0781c85e-42a7-457e-b078-602b9452cdbc |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | SME |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 8 Feb 2022 |
| Submission deadline | 17 Feb 2020 |
| Future notice date | Not specified |
| Award date | 5 Oct 2020 |
| Contract period | 30 Jun 2020 - 30 Jun 2024 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | £141,375 |
| Contracts value | Not specified |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | NHS SHARED BUSINESS SERVICES LTD (NHS SBS) |
| Locality | CAMBRIDGE |
| Post town | Cambridge |
| Postcode | CB2 0AY |
| Country | England |
| ITL 1 | TLH East (England) |
| ITL 2 | TLH4 Cambridgeshire and Peterborough |
| ITL 3 | TLH42 Cambridgeshire CC |
| Local authority | Cambridge |
| Electoral ward | Queen Edith's |
| Westminster constituency | South Cambridgeshire |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | CAZENOVE CAPITAL |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66100000 - Banking and investment services

## Release History

- 8 Feb 2022 at 16:00 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/0781c85e-42a7-457e-b078-602b9452cdbc

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/0781c85e-42a7-457e-b078-602b9452cdbc
  8th February 2022 - Awarded contract notice on Contracts Finder
- https://uk.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=31974&B=NHSSBS
  Additional data
- https://uk.eu-supply.com/ctm/Company/CompanyInformation/Index/39
  User / Company

## 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-b5fd17-190f40f2-7baa-4d9f-ab22-95d38a08fcbc. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-190f40f2-7baa-4d9f-ab22-95d38a08fcbc.json.