--- title: "3960.PS.LWM.23 Investment Manager Services" ocid: "ocds-b5fd17-8472e26a-af81-455e-b900-55311f86e547" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-8472e26a-af81-455e-b900-55311f86e547" markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-8472e26a-af81-455e-b900-55311f86e547.md" json_url: "https://d3tenders.com/contract/ocds-b5fd17-8472e26a-af81-455e-b900-55311f86e547.json" source: "Contracts Finder" current_stage: "Award" buyer: "UNIVERSITY OF SHEFFIELD" published: "2024-06-26" --- # 3960.PS.LWM.23 Investment Manager Services Buyer: UNIVERSITY OF SHEFFIELD Current stage: Award OCID: ocds-b5fd17-8472e26a-af81-455e-b900-55311f86e547 [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-8472e26a-af81-455e-b900-55311f86e547) [Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-8472e26a-af81-455e-b900-55311f86e547.json) ## Summary The University of Sheffield is inviting tenders for investment manager services through a procurement process with a total value of £1,100,000. The contract is set to start on 1st September 2024 and last for an initial three-year period, with the possibility of two one-year extensions. The procurement method is a selective procedure, with the tender period closing on 12th February 2024. The University, based in Sheffield, Yorkshire and the Humber, falls under the banking and investment services category, targeting small and medium enterprises (SMEs) and voluntary, community, and social enterprise organisations (VCSEs). This tender for investment manager services from the University of Sheffield creates opportunities for businesses in the banking and investment services sector interested in managing the University's endowed funds. SMEs and VCSEs can compete in this procurement process to expand their presence and contribute to the University's investment management services. The contract value, structured contract periods, and location provide a clear roadmap for potential suppliers to align their offerings with the University's requirements, promoting growth and collaboration within the industry. ## Notice The University of Sheffield invites tenders for the provision of investment management services. Tenders are invited for a contract to commence 1st September 2024 for an initial period of three years with the option to extend for a further two periods each of one year. The University is undertaking a review of its investment management service relating primarily to permanent and expendable endowed funds. Investments currently managed by the University's Investment Managers, are to be managed by the new Investment Manager service. The full technical specification can be found in the ITT documentation which will be available after you have expressed your interest on In-Tend. Tender Process and Documentation: This is an FTS Restricted tender exercise. The ITT can be downloaded by registering and expressing your interest on the University's e-tendering system https://in-tendhost.co.uk/Sheffield If you have any questions or comments in relation to this tender, they must be submitted via the In-Tend System. Your tender response must also be submitted through In-Tend to arrive by the date and time specified. Late tenders will not be considered. ## Key Details | Field | Value | | --- | --- | | Publication source | Contracts Finder | | Latest notice | https://www.contractsfinder.service.gov.uk/Notice/bff0582e-fd2e-4752-ade5-e4e5fc326da6 | | Notice type | Award Notice | | Procurement type | Standard | | Procurement category | Services | | Procurement method | Selective | | Procurement method details | Restricted procedure (above threshold) | | Tender suitability | SME, VCSE | | Awardee scale | Large | | All stages | Tender, Award | ## Dates | Field | Value | | --- | --- | | Publication date | 26 Jun 2024 | | Submission deadline | 12 Feb 2024 | | Future notice date | Not specified | | Award date | 12 Jun 2024 | | Contract period | 31 Aug 2024 - 31 Aug 2027 | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | £1,100,000 | | Lots value | Not specified | | Awards value | £1,400,000 | | 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 | UNIVERSITY OF SHEFFIELD | | Locality | SHEFFIELD | | Post town | Sheffield | | Postcode | S10 2TN | | Country | England | | ITL 1 | TLE Yorkshire and The Humber | | ITL 2 | TLE3 South Yorkshire | | ITL 3 | TLE32 Sheffield | | Local authority | Sheffield | | Electoral ward | Broomhill and Sharrow Vale | | Westminster constituency | Sheffield Central | | Delivery location | TLE Yorkshire and The Humber | ## Supplier | Field | Value | | --- | --- | | Number of suppliers | 1 | | Supplier names | SARASIN & PARTNERS | ## CPV Codes ### Divisions - 66 - Financial and insurance services ### Codes - 66100000 - Banking and investment services ## Release History - 26 Jun 2024 at 13:20 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/bff0582e-fd2e-4752-ade5-e4e5fc326da6 - 10 Jan 2024 at 14:36 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/69a4344e-803e-4722-bb31-a7f31a9622c1 ## Documents - https://www.contractsfinder.service.gov.uk/Notice/bff0582e-fd2e-4752-ade5-e4e5fc326da6 26th June 2024 - Awarded contract notice on Contracts Finder - https://www.contractsfinder.service.gov.uk/Notice/69a4344e-803e-4722-bb31-a7f31a9622c1 10th January 2024 - Opportunity notice on Contracts Finder - https://in-tendhost.co.uk/Sheffield The ITT can be downloaded by registering and expressing your interest on the University's e-tendering system https://in-tendhost.co.uk/Sheffield If you have any questions or comments in relation to this tender, they must be submitted via the In-Tend System. Your tender response must also be submitted through In-Tend to arrive by the date and time specified. Late tenders will not be considered. ## 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-b5fd17-8472e26a-af81-455e-b900-55311f86e547. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-8472e26a-af81-455e-b900-55311f86e547.json.