--- title: "Provision of Investment Consultancy and Investment Performance Monitoring and Reporting Services" ocid: "ocds-b5fd17-5300df68-1acf-496a-af96-f1f9dc586f88" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-5300df68-1acf-496a-af96-f1f9dc586f88" markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-5300df68-1acf-496a-af96-f1f9dc586f88.md" json_url: "https://d3tenders.com/contract/ocds-b5fd17-5300df68-1acf-496a-af96-f1f9dc586f88.json" source: "Contracts Finder" current_stage: "Tender" buyer: "UNIVERSITY OF BIRMINGHAM" published: "2018-12-13" --- # Provision of Investment Consultancy and Investment Performance Monitoring and Reporting Services Buyer: UNIVERSITY OF BIRMINGHAM Current stage: Tender OCID: ocds-b5fd17-5300df68-1acf-496a-af96-f1f9dc586f88 [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-5300df68-1acf-496a-af96-f1f9dc586f88) [Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-5300df68-1acf-496a-af96-f1f9dc586f88.json) ## Summary The University of Birmingham is currently seeking proposals for the "Provision of Investment Consultancy and Investment Performance Monitoring and Reporting Services." This procurement falls within the business and management consultancy sector and is located in Edgbaston, West Midlands, UK. The tender is at the active stage, with submissions due by 14 January 2019, at 23:59 GMT. The contract is expected to commence on 11 March 2019 and continue until 10 March 2021. This open procedure, exceeding the specified threshold, invites various companies to submit their bids. This tender presents an excellent opportunity for consultancy firms with expertise in investment strategy, performance reporting, and risk management. Smaller enterprises (SMEs), particularly those specialising in financial services, asset management, or investment consultancy, are encouraged to participate. Successful bidders will engage with the university’s investment subcommittee, providing valuable insights and analyses that could bolster their portfolios and reputation in the public sector. ## Notice Investment Advice: The provision of quarterly investment reviews / reports of the performance of the University's University Investment Fund and Long Term Endowment Fund. Attendance at quarterly Investment Sub Committee meetings to review all aspects of investment performance and asset allocation relating to the University Investment Fund and Long Term Endowment Fund. Ad-hoc meetings may also be required with University management. Investment advice required includes the following: I) investment strategy II) market review III) market outlook IV) asset Allocation, including annual Strategic Asset Allocation Reviews for the University Investment Fund and Long Term Endowment Fund V) risk management VI) advice on governance issues (e.g. ethical policy, voting rights) VII) consideration of 'alternative' asset classes VIII) information and advice on investment industry trends, new and existing investment management methods, areas and products IX) recommending benchmarks for investment performance measurement X) fee negotiation with investment managers (whether existing or new) XI) advice on the appointment and dismissal of Fund Managers XII) the provision of relevant information for and participate in investment management "Beauty Parades" (i.e. advertisement, short list, questionnaires, final interviews etc.). Performance and risk measurement: Quarterly investment reports are also required to include performance analysis / measurement information. Performance analysis will be driven by data received from external investment managers. Reports should include as a minimum detail on: XIII) underlying managers' performance compared to the agreed benchmarks XIV) peer group performance comparison XV) "See-through" asset allocation analysis, including relative regional and sector analysis XVI) performance attribution analysis XVII) active risk analysis XVIII) attribution to total fund excess return analysis. Performance should be graphically displayed and include narrative summary and a breakdown by factors. Performance should be reconciled to managers' performance data before being provided to the University. The reports are required to be bespoke and reflect the University's particular requirements. Additional information: Tender documents can be accessed by registering at https://in-tendhost.co.uk/universityofbirmingham/aspx/Home Queries regarding the process should be sent through the correspondence function of in-tend. Responses may be shared with all who have expressed an interest in the project. Is a Recurrent Procurement Type? : No ## Key Details | Field | Value | | --- | --- | | Publication source | Contracts Finder | | Latest notice | https://www.contractsfinder.service.gov.uk/Notice/da662089-ec66-4e50-ab95-2aedcf98547f | | 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 | 13 Dec 2018 | | Submission deadline | 14 Jan 2019 | | Future notice date | Not specified | | Award date | Not specified | | Contract period | 11 Mar 2019 - 10 Mar 2021 | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | Not specified | | 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 | UNIVERSITY OF BIRMINGHAM | | Locality | EDGBASTON | | Post town | Birmingham | | Postcode | B15 2TT | | Country | England | | ITL 1 | TLG West Midlands (England) | | ITL 2 | TLG3 West Midlands | | ITL 3 | TLG31 Birmingham | | Local authority | Birmingham | | Electoral ward | Edgbaston | | Westminster constituency | Birmingham Edgbaston | | Delivery location | TLG West Midlands (England) | ## CPV Codes ### Divisions - 79 - Business services: law, marketing, consulting, recruitment, printing and security ### Codes - 79400000 - Business and management consultancy and related services ## Release History - 13 Dec 2018 at 18:07 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/da662089-ec66-4e50-ab95-2aedcf98547f ## Documents - https://www.contractsfinder.service.gov.uk/Notice/da662089-ec66-4e50-ab95-2aedcf98547f 13th December 2018 - Opportunity notice on Contracts Finder - https://in-tendhost.co.uk/universityofbirmingham/aspx/ Additional information on how to apply for this contract ## Notice URLs - https://in-tendhost.co.uk/universityofbirmingham/aspx/Home ## 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-b5fd17-5300df68-1acf-496a-af96-f1f9dc586f88. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-5300df68-1acf-496a-af96-f1f9dc586f88.json.