---
title: "Investment Manager Services"
ocid: "ocds-b5fd17-72edb1d3-f236-4a4a-8963-c117399c1780"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-72edb1d3-f236-4a4a-8963-c117399c1780"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-72edb1d3-f236-4a4a-8963-c117399c1780.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-72edb1d3-f236-4a4a-8963-c117399c1780.json"
source: "Contracts Finder"
current_stage: "Tender"
buyer: "UNIVERSITY OF YORK"
published: "2022-02-23"
---

# Investment Manager Services

Buyer: UNIVERSITY OF YORK  
Current stage: Tender  
OCID: ocds-b5fd17-72edb1d3-f236-4a4a-8963-c117399c1780

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## Summary

The University of York is currently seeking tenders for Investment Manager Services, with a contract duration of five years aimed at managing a portfolio valued at approximately £7.3 million. This open procurement process is set within the services industry, focusing specifically on investment banking and portfolio management. The tender is active and submissions are due by 25 March 2022, with the contract commencing on 7 June 2022 and concluding on 6 June 2027. Interested parties should refer to the tender notice for further details on requirements and submissions.

This opportunity presents significant potential for business growth, particularly for FCA-authorised firms specialising in discretionary investment management. Companies with expertise in developing suitable investment strategies, portfolio management, and market insight will find themselves well-positioned to compete for this contract. With a minimum contract value of £125,000 and a maximum value of £200,000, it offers a lucrative avenue for firms looking to expand their portfolio in this sector.

## Notice

The University of York is pleased to invite tenders from FCA authorised firms for the provision of discretionary investment management services for an initial contract term of 5 years. The University's investment portfolio currently contains permanent endowment assets valued at approximately PS7.3m. The services we require as a minimum are: - Suitable investment strategy and allocation advice - Portfolio management and reporting - Account management and market insight Further details can be found in the invitation to tender documents. Additional information: All information regarding this requirement is available at https://in-tendhost.co.uk/york/aspx/Tenders/Current. Is a Recurrent Procurement Type? : Yes

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/1c71ddc6-9a72-400c-beda-ec89df703be4 |
| 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 Feb 2022 |
| Submission deadline | 25 Mar 2022 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 7 Jun 2022 - 6 Jun 2027 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £200,000 |
| 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 | UNIVERSITY OF YORK |
| Locality | NORTH YORKSHIRE |
| Post town | York |
| Postcode | YO10 5DD |
| Country | England |
| ITL 1 | TLE Yorkshire and The Humber |
| ITL 2 | TLE2 North Yorkshire |
| ITL 3 | TLE21 York |
| Local authority | York |
| Electoral ward | Hull Road |
| Westminster constituency | York Central |
| Delivery location | TLE Yorkshire and The Humber |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66120000 - Investment banking services and related services
- 66140000 - Portfolio management services

## Release History

- 23 Feb 2022 at 15:01 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/1c71ddc6-9a72-400c-beda-ec89df703be4

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/1c71ddc6-9a72-400c-beda-ec89df703be4
  23rd February 2022 - Opportunity notice on Contracts Finder
- https://in-tendhost.co.uk/york/aspx/
  Additional information on how to apply for this contract

## Notice URLs

- https://in-tendhost.co.uk/york/aspx/Tenders/Current

## 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-b5fd17-72edb1d3-f236-4a4a-8963-c117399c1780. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-72edb1d3-f236-4a4a-8963-c117399c1780.json.