--- title: "Investment Manager" ocid: "ocds-b5fd17-67305691-f3ed-4517-b3b8-e9c2c204722d" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-67305691-f3ed-4517-b3b8-e9c2c204722d" markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-67305691-f3ed-4517-b3b8-e9c2c204722d.md" json_url: "https://d3tenders.com/contract/ocds-b5fd17-67305691-f3ed-4517-b3b8-e9c2c204722d.json" source: "Contracts Finder" current_stage: "Tender" buyer: "THE UNIVERSITY OF NOTTINGHAM" published: "2020-04-23" --- # Investment Manager Buyer: THE UNIVERSITY OF NOTTINGHAM Current stage: Tender OCID: ocds-b5fd17-67305691-f3ed-4517-b3b8-e9c2c204722d [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-67305691-f3ed-4517-b3b8-e9c2c204722d) [Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-67305691-f3ed-4517-b3b8-e9c2c204722d.json) ## Summary The University of Nottingham is currently seeking an Investment Manager to oversee its investment portfolio, valued at approximately £53 million, alongside a medium-term investment fund of about £10 million. This procurement process is in the tender stage, with the deadline for submissions set for 7th May 2020. The contract is classified under banking and investment services, with a contract period commencing on 1st July 2020 and extending through to 30th June 2024. This opportunity is being pursued through an open procurement method, with an estimated contract value between £1 million and £1.5 million, and deliveries expected at the university's Nottingham location in the East Midlands. This tender presents significant opportunities for growth for businesses specialising in investment management and related banking services. Companies that can demonstrate expertise in managing sizable investment portfolios, especially those familiar with university endowments and funds, would be ideally suited to compete. Additionally, the open procurement method encourages participation from small and medium-sized enterprises (SMEs), thus creating a competitive landscape for innovative firms looking to enhance their market presence in the public sector. ## 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. Additional information: To apply for this contract please register as a supplier at the below link. https://in-tendhost.co.uk/universityofnottingham/aspx/Home Is a Recurrent Procurement Type? : No ## Key Details | Field | Value | | --- | --- | | Publication source | Contracts Finder | | Latest notice | https://www.contractsfinder.service.gov.uk/Notice/f0164ecb-0df8-4c1b-9da9-49942cd5ca01 | | 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 | 23 Apr 2020 | | Submission deadline | 7 May 2020 | | Future notice date | Not specified | | Award date | Not specified | | 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 | 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 | 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) | ## CPV Codes ### Divisions - 66 - Financial and insurance services ### Codes - 66100000 - Banking and investment services - 66120000 - Investment banking services and related services ## Release History - 23 Apr 2020 at 14:22 - TenderAmendment - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/f0164ecb-0df8-4c1b-9da9-49942cd5ca01 - 23 Apr 2020 at 14:22 - TenderAmendment - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/f0164ecb-0df8-4c1b-9da9-49942cd5ca01 - 5 Mar 2020 at 09:15 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/f0164ecb-0df8-4c1b-9da9-49942cd5ca01 ## Documents - https://www.contractsfinder.service.gov.uk/Notice/f0164ecb-0df8-4c1b-9da9-49942cd5ca01 23rd April 2020 - Opportunity notice on Contracts Finder - https://in-tendhost.co.uk/universityofnottingham/aspx/ Additional information on how to apply for this contract ## Notice URLs - https://in-tendhost.co.uk/universityofnottingham/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-b5fd17-67305691-f3ed-4517-b3b8-e9c2c204722d. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-67305691-f3ed-4517-b3b8-e9c2c204722d.json.