---
title: "Investment Manager - AWARD"
ocid: "ocds-b5fd17-2b8e765b-ec46-4e32-ac48-f43431a15e3d"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-2b8e765b-ec46-4e32-ac48-f43431a15e3d"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-2b8e765b-ec46-4e32-ac48-f43431a15e3d.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-2b8e765b-ec46-4e32-ac48-f43431a15e3d.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "THE UNIVERSITY OF NOTTINGHAM"
published: "2021-05-05"
---

# Investment Manager - AWARD

Buyer: THE UNIVERSITY OF NOTTINGHAM  
Current stage: Award  
OCID: ocds-b5fd17-2b8e765b-ec46-4e32-ac48-f43431a15e3d

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## Summary

The University of Nottingham is seeking an Investment Manager to review and manage its investment portfolio, valued at approximately £53 million, alongside a medium-term investment fund of £10 million. The procurement process, conducted through an open procedure, has reached the award stage, with the contract awarded to Schroders on 12th March 2021. The contract is set to commence on 1st July 2020 and will extend until 30th June 2024. Key contact for further details is Leanne Bryant, reachable at bbzlsb@exmail.nottingham.ac.uk. The tender period officially ended on 7th May 2020.

This opportunity allows investment firms, particularly those with experience in banking and investment services, to expand their portfolio management capabilities in the educational sector. Small and medium-sized enterprises (SMEs) would be particularly well-suited for this contract, given the emphasis on engaging local suppliers in the procurement process. Companies with expertise in investment banking services could leverage this contract to strengthen their market presence and establish valuable relationships with a leading educational institution.

## Notice

The University of Nottingham wishes to undertake a review of the management of its investment portfolio. The investment portfolio constitutes the University's permanent endowment assets and is currently valued at approximately PS53 million. In addition to the permanent endowment portfolio the University also holds a medium term investment fund which is currently valued at approximately PS10m. Both market valuations are as at December 2019 and are expected to grow steadily overtime. There are no significant endowment assets (cash or direct property) held outside the investment portfolio.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/f97a6dd5-bb96-49f8-8f7d-1f152341b6a4 |
| 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 | 5 May 2021 |
| Submission deadline | 7 May 2020 |
| Future notice date | Not specified |
| Award date | 12 Mar 2021 |
| Contract period | 30 Jun 2020 - 30 Jun 2024 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £1,500,000 |
| Lots value | Not specified |
| Awards value | £1,150,200 |
| 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 | THE UNIVERSITY OF NOTTINGHAM |
| Locality | NOTTINGHAMSHIRE |
| Post town | Nottingham |
| Postcode | NG7 2RN |
| Country | England |
| ITL 1 | TLF East Midlands (England) |
| ITL 2 | TLF1 Derbyshire and Nottinghamshire |
| ITL 3 | TLF14 Nottingham |
| Local authority | Nottingham |
| Electoral ward | Radford |
| Westminster constituency | Nottingham South |
| Delivery location | TLF East Midlands (England) |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | SCHRODERS |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66100000 - Banking and investment services
- 66120000 - Investment banking services and related services

## Release History

- 5 May 2021 at 13:12 - AwardUpdate - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/f97a6dd5-bb96-49f8-8f7d-1f152341b6a4
- 5 May 2021 at 13:12 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/f97a6dd5-bb96-49f8-8f7d-1f152341b6a4

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/f97a6dd5-bb96-49f8-8f7d-1f152341b6a4
  5th May 2021 - Awarded contract notice on Contracts Finder

## 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-b5fd17-2b8e765b-ec46-4e32-ac48-f43431a15e3d. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-2b8e765b-ec46-4e32-ac48-f43431a15e3d.json.