---
title: "Invitation to Tender for Investment Advice"
ocid: "ocds-b5fd17-93a9048d-ef98-4565-bb77-f4506c7382b9"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-93a9048d-ef98-4565-bb77-f4506c7382b9"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-93a9048d-ef98-4565-bb77-f4506c7382b9.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-93a9048d-ef98-4565-bb77-f4506c7382b9.json"
source: "Contracts Finder"
current_stage: "Tender"
buyer: "THE UNIVERSITY OF MANCHESTER"
published: "2018-10-23"
---

# Invitation to Tender for Investment Advice

Buyer: THE UNIVERSITY OF MANCHESTER  
Current stage: Tender  
OCID: ocds-b5fd17-93a9048d-ef98-4565-bb77-f4506c7382b9

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-93a9048d-ef98-4565-bb77-f4506c7382b9)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-93a9048d-ef98-4565-bb77-f4506c7382b9.json)

## Summary

The University of Manchester is inviting tenders for Investment Advice, aiming to source a supplier that can assist with the University's long-term investment strategy, treasury management strategy, and ongoing performance monitoring of investments. This procurement falls under the banking and investment services category and is actively open for bids until 22nd November 2018. The contract is expected to commence on 1st January 2019 and continue until 31st December 2021. The procurement method employed is an open procedure, allowing suppliers above a certain threshold to participate in the process from the specified delivery addresses across the UK and other territories.

This tender presents significant opportunities for businesses in the financial and investment advisory sectors. Companies with expertise in developing investment strategies and treasury management will be particularly well-suited for this contract. By securing this contract, a successful bidder could establish a long-term partnership with a prestigious educational institution, thereby enhancing their portfolio and credibility within the competitive market of investment consultancy services.

## Notice

The University of Manchester (UoM) require a supplier to provide the University with advice on: The University's overall long term investment strategy; The University's medium term treasury management strategy; and The performance of investments on an ongoing basis. Additional information: To express an interest in this project please visit the website below where you will need to register to obtain tender documentation. https://in-tendhost.co.uk/universityofmanchester/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/f07c3001-c536-4cf4-892e-255ac7ae46d6 |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure (above threshold) |
| Tender suitability | Not specified |
| Awardee scale | Not specified |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 23 Oct 2018 |
| Submission deadline | 22 Nov 2018 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 1 Jan 2019 - 31 Dec 2021 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| 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 MANCHESTER |
| Locality | LANCASHIRE |
| Post town | Manchester |
| Postcode | M13 9PL |
| Country | England |
| ITL 1 | TLD North West (England) |
| ITL 2 | TLD3 Greater Manchester |
| ITL 3 | TLD33 Manchester |
| Local authority | Manchester |
| Electoral ward | Hulme |
| Westminster constituency | Manchester Rusholme |
| Delivery location | Not specified |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66100000 - Banking and investment services

## Release History

- 23 Oct 2018 at 14:28 - TenderAmendment - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/f07c3001-c536-4cf4-892e-255ac7ae46d6
- 23 Oct 2018 at 14:27 - TenderAmendment - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/f07c3001-c536-4cf4-892e-255ac7ae46d6
- 23 Oct 2018 at 14:27 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/f07c3001-c536-4cf4-892e-255ac7ae46d6

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/f07c3001-c536-4cf4-892e-255ac7ae46d6
  23rd October 2018 - Opportunity notice on Contracts Finder
- https://in-tendhost.co.uk/universityofmanchester/aspx/
  Additional information on how to apply for this contract

## Notice URLs

- https://in-tendhost.co.uk/universityofmanchester/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-b5fd17-93a9048d-ef98-4565-bb77-f4506c7382b9. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-93a9048d-ef98-4565-bb77-f4506c7382b9.json.