---
title: "Investment Management Services"
ocid: "ocds-b5fd17-5b6f3d57-babc-4fc2-8046-6eb96fe74e9a"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-5b6f3d57-babc-4fc2-8046-6eb96fe74e9a"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-5b6f3d57-babc-4fc2-8046-6eb96fe74e9a.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-5b6f3d57-babc-4fc2-8046-6eb96fe74e9a.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "JISC"
published: "2023-07-17"
---

# Investment Management Services

Buyer: JISC  
Current stage: Award  
OCID: ocds-b5fd17-5b6f3d57-babc-4fc2-8046-6eb96fe74e9a

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## Summary

The buying organization, Jisc, has awarded a contract for Investment Management Services to Mercer Limited. The tender was for financial management consultancy services and followed a selective procurement method through a negotiated procedure. The contract period runs from July 13, 2023, to July 12, 2026. The location for service delivery includes various regions such as the United Kingdom and Europe.

This procurement opportunity provides potential growth avenues for businesses well-versed in financial management consultancy. Businesses interested in providing expert investment advice and supporting investment strategies can leverage this tender. Jisc, as the contracting authority, aims to benefit from insights into its investment strategy and fund managers' performance. The procurement stage has reached the award phase, offering an established contract worth 150,000 GBP over 3 years.

## Notice

Jisc were looking for a supplier to provide support and bring insight into what our investment strategy should be, and then to report on how well our fund managers are performing. The Supplier awarded the contract will be the principal source of expert investment advice to the Finance and Treasury Committee, advising on matters such as risk profile, income and capital growth targets, asset allocation, ESG concerns and the selection of suitable investment funds.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/c525848d-b006-4727-8e53-9fbfee29291c |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Selective |
| Procurement method details | Negotiated procedure |
| Tender suitability | Not specified |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 17 Jul 2023 |
| Submission deadline | 17 Jul 2023 |
| Future notice date | Not specified |
| Award date | 12 Jul 2023 |
| Contract period | 12 Jul 2023 - 12 Jul 2026 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | £150,000 |
| 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 | JISC |
| Locality | BRISTOL |
| Post town | Bristol |
| Postcode | BS1 6NB |
| Country | England |
| ITL 1 | TLK South West (England) |
| ITL 2 | TLK5 West of England |
| ITL 3 | TLK51 Bristol, City of |
| Local authority | Bristol, City of |
| Electoral ward | Central |
| Westminster constituency | Bristol Central |
| Delivery location | Not specified |

## Supplier

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

## CPV Codes

### Divisions

- 79 - Business services: law, marketing, consulting, recruitment, printing and security

### Codes

- 79412000 - Financial management consultancy services

## Release History

- 17 Jul 2023 at 15:36 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/c525848d-b006-4727-8e53-9fbfee29291c

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/c525848d-b006-4727-8e53-9fbfee29291c
  17th July 2023 - Awarded contract notice on Contracts Finder

## Notice URLs

- https://www.jisc.ac.uk

## 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-b5fd17-5b6f3d57-babc-4fc2-8046-6eb96fe74e9a. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-5b6f3d57-babc-4fc2-8046-6eb96fe74e9a.json.