---
title: "Endowment Fund Investment Manager"
ocid: "ocds-b5fd17-79091feb-be8a-4c7e-a9b8-1c69b5502801"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-79091feb-be8a-4c7e-a9b8-1c69b5502801"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-79091feb-be8a-4c7e-a9b8-1c69b5502801.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-79091feb-be8a-4c7e-a9b8-1c69b5502801.json"
source: "Contracts Finder"
current_stage: "Tender"
buyer: "UNIVERSITY OF BRISTOL"
published: "2017-03-09"
---

# Endowment Fund Investment Manager

Buyer: UNIVERSITY OF BRISTOL  
Current stage: Tender  
OCID: ocds-b5fd17-79091feb-be8a-4c7e-a9b8-1c69b5502801

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## Summary

The University of Bristol is conducting a tender process for the position of Endowment Fund Investment Manager, aimed at managing its endowment portfolio valued at approximately £60 million. The deadline for submissions is 7th April 2017, with the contract starting on 1st September 2017 and lasting for an initial period of five years, extendable for an additional five years. This procurement process is classified under portfolio management services and follows a selective procurement method through a restricted procedure, with service delivery expected in the South West region of the United Kingdom.

This tender presents significant opportunities for businesses specialising in fund management, particularly those with experience in managing charitable funds. Companies that can demonstrate a strong track record in providing high-quality service, in line with corporate governance best practices, will be well-suited to compete. The successful bidder will have the chance to establish a close working relationship with a prestigious university, potentially enhancing their visibility and credibility within the academic sector.

## Notice

Following a review of the University's Endowment Investment Policy, the University of Bristol has decided to seek tenders from specialist managers for the management of its endowment portfolio which has a value of approximately PS60M. Potential managers of the portfolio would be expected to invest in line with best practice in terms of corporate governance and the University's Endowment Investment Policy. The University places a premium on the service it receives from its suppliers and the managers of the portfolio would be expected to provide a high quality of service and develop a close working relationship with the University. Potential managers of the portfolio would be expected to have experience of managing funds from charities. The initial contract period is 5 years plus up to another 5 years if the options to extend are exercised. The "Lowest/Actual Value" referred to in the Summary Information is estimated on the basis of the minimum contract period of 5 years. Additional information: https://tenders.bris.ac.uk

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/c2028c8d-fa00-4ab3-88e1-ae6f0d92cd82 |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Selective |
| Procurement method details | Restricted procedure |
| Tender suitability | Not specified |
| Awardee scale | Not specified |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 9 Mar 2017 |
| Submission deadline | 7 Apr 2017 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 31 Aug 2017 - 30 Aug 2027 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £850,000 |
| 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 BRISTOL |
| Locality | BRISTOL |
| Post town | Bristol |
| Postcode | BS2 8BB |
| 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 | TLK South West (England) |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66140000 - Portfolio management services

## Release History

- 9 Mar 2017 at 08:06 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/c2028c8d-fa00-4ab3-88e1-ae6f0d92cd82

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/c2028c8d-fa00-4ab3-88e1-ae6f0d92cd82
  9th March 2017 - Opportunity notice on Contracts Finder

## Notice URLs

- https://tenders.bris.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-b5fd17-79091feb-be8a-4c7e-a9b8-1c69b5502801. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-79091feb-be8a-4c7e-a9b8-1c69b5502801.json.