---
title: "Investment Management Service"
ocid: "ocds-h6vhtk-030f1f"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-030f1f"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-030f1f.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-030f1f.json"
source: "Find A Tender Service"
current_stage: "Tender"
buyer: "NHS TAYSIDE"
published: "2022-01-25"
---

# Investment Management Service

Buyer: NHS TAYSIDE  
Current stage: Tender  
OCID: ocds-h6vhtk-030f1f

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-030f1f)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-030f1f.json)

## Summary

NHS Tayside is seeking tenders for an "Investment Management Service" to manage its Endowment Fund, valued at approximately £34 million. This procurement falls under the financial markets administration services category and is being executed through a selective procedure via the PCS-Tender platform. The tender is currently active, with submissions due by 2nd March 2022. Following this, invitations to the second stage will be sent out on 21st March 2022, with the contract anticipated to last for an initial five years, potentially extendable for two additional years.

This tender presents a significant opportunity for investment management firms, particularly those with expertise in charity, environmental, and social governance sectors. Companies that can demonstrate a proven track record in managing similar funds would be well-positioned to compete for this contract, thereby potentially expanding their portfolio and client base. Exploring such public procurement opportunities can help these businesses grow and diversify their service offerings in the competitive financial market.

## Notice

Tayside NHS Board Endowment Fund T/A Tayside Health Fund (SCO11042) wishes to maximise returns on its invested capital, which is presently held as a range of assets amounting to c34mGBP (as at November 2021) in accordance with its Investment Strategy and is seeking tenders from suitably qualified investment management companies with a proven track record in the charity/environmental and social governance sector.

### Lot Information

Lot 1

Tayside NHS Board Endowment Fund T/A Tayside Health Fund (SCO11042) wishes to maximise returns on its invested capital, which is presently held as a range of assets amounting to c34mGBP (as at November 2021) in accordance with its Investment Strategy and is seeking tenders from suitably qualified investment management companies with a proven track record in the charity/environmental and social governance sector. The contract will be awarded for an initial period of five (5) years with a possible option to extend for a further two (2) years

Renewal: Possible two years (2) extension

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/002182-2022 |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Selective |
| Procurement method details | Restricted procedure |
| Tender suitability | Not specified |
| Awardee scale | Not specified |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 25 Jan 2022 |
| Submission deadline | 2 Mar 2022 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £450,000 |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Active |
| Lots status | Active |
| Awards status | Not specified |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | NHS TAYSIDE |
| Locality | DUNDEE |
| Post town | Dundee |
| Postcode | DD1 9SY |
| Country | Scotland |
| ITL 1 | TLM Scotland |
| ITL 2 | TLM0 Eastern Scotland |
| ITL 3 | TLM03 Angus and Dundee City |
| Local authority | Dundee City |
| Electoral ward | West End |
| Westminster constituency | Dundee Central |
| Delivery location | TLM71 Angus and Dundee City |

## CPV Codes

### Divisions

- 66 - Financial and insurance services
- 79 - Business services: law, marketing, consulting, recruitment, printing and security

### Codes

- 66150000 - Financial markets administration services
- 79412000 - Financial management consultancy services

## Release History

- 25 Jan 2022 at 15:15 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/002182-2022

## Notice URLs

- http://www.nhstayside.scot.nhs.uk
- http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2343
- http://www.publictendersscotland.gov.uk
- https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000680829
- https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00154

## 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-030f1f. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-030f1f.json.