---
title: "Charitable Funds Investment Management Tender"
ocid: "ocds-h6vhtk-02de4d"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-02de4d"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-02de4d.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-02de4d.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "MSE GROUP"
published: "2022-02-25"
---

# Charitable Funds Investment Management Tender

Buyer: MSE GROUP  
Current stage: Award  
OCID: ocds-h6vhtk-02de4d

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-02de4d)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-02de4d.json)

## Summary

The Mid and South Essex NHS Foundation Trust Charity is seeking tenders for the "Charitable Funds Investment Management Tender" in the industry of investment banking services and related services. The procurement process is currently in the award stage, with a total contract value of £1,500,000. Key dates include the contract signing on 25th February 2022. The procurement method used for this process was selective, following a restricted procedure, with bids having been submitted electronically and via written methods.

This tender presents significant growth opportunities for businesses specialising in investment management, corporate finance, and portfolio management services. Firms with expertise in managing charitable investments, particularly those that have experience with NHS organisations or similar health-focused entities, would be well-suited to compete. Given the scale of the contract and the focus on sustainability within public sector procurements, this could also attract interest from socially responsible investors and firms focused on ethical investment practices.

## Notice

This tender is for the management of investments held by Mid and South Essex NHS Foundation Trust Charity (Charity Commission Registration Number 1057266).

### Lot Information

Lot 1

The Trustee of Mid and South Essex NHS Foundation Trust Charity wishes to re-tender the role of Investment Manager for the Charity's investment and all further information is contained in the tender documents.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/005292-2022 |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Selective |
| Procurement method details | Restricted procedure |
| Tender suitability | Not specified |
| Awardee scale | Large |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 25 Feb 2022 |
| Submission deadline | 8 Oct 2021 |
| Future notice date | Not specified |
| Award date | 25 Feb 2022 |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | £1,500,000 |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Cancelled |
| Awards status | Active |
| Contracts status | Active |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | MSE GROUP |
| Locality | SOUTHEND |
| Post town | Southend-on-Sea |
| Postcode | SS2 6GE |
| Country | England |
| ITL 1 | TLH East (England) |
| ITL 2 | TLH3 Essex |
| ITL 3 | TLH31 Southend-on-Sea |
| Local authority | Southend-on-Sea |
| Electoral ward | St Laurence |
| Westminster constituency | Southend West and Leigh |
| Delivery location | TLH3 Essex |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | ABRDN |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66120000 - Investment banking services and related services
- 66122000 - Corporate finance and venture capital services
- 66140000 - Portfolio management services

## Release History

- 25 Feb 2022 at 12:45 - Award - Award Notice - https://www.find-tender.service.gov.uk/Notice/005292-2022
- 8 Sep 2021 at 09:42 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/022238-2021

## Notice URLs

- http://www.abrdn.com
- http://www.southend.nhs.uk
- http://www.successregimeessex.co.uk/
- https://suppliers.multiquote.com

## 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-h6vhtk-02de4d. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-02de4d.json.