---
title: "Investment Manager Services"
ocid: "ocds-h6vhtk-031a6c"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-031a6c"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-031a6c.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-031a6c.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "UNIVERSITY OF YORK"
published: "2023-05-30"
---

# Investment Manager Services

Buyer: UNIVERSITY OF YORK  
Current stage: Award  
OCID: ocds-h6vhtk-031a6c

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-031a6c)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-031a6c.json)

## Summary

The University of York has completed a procurement exercise for Investment Manager Services. They sought tenders from FCA authorised firms for discretionary investment management services for an initial 5-year contract term. The University's investment portfolio, valued at approximately £7.3m, requires services including investment strategy advice, portfolio management, and market insight. The procurement stage was an open procedure, and the contract was awarded to abrdn Capital Limited on 14th November 2022 with a value of £206,966.

This tender for Investment Manager Services by the University of York offers opportunities for FCA authorised firms in the investment banking services industry. Businesses providing portfolio management, investment strategy advice, and account management are well-suited to compete for this contract. Prospective suppliers should ensure compliance with the Financial Conduct Authority (FCA) regulations to participate in this tender. The University will allow a 10-day standstill period for unsuccessful tenderers to seek debriefing before contract finalisation.

## Notice

The University of York is pleased to invite tenders from FCA authorised firms for the provision of discretionary investment management services for an initial contract term of 5 years. The University's investment portfolio currently contains permanent endowment assets valued at approximately PS7.3m. The services we require as a minimum are: - Suitable investment strategy and allocation advice- Portfolio management and reporting- Account management and market insightFurther details can be found in the invitation to tender documents.

### Lot Information

Lot 1

As stated in II.1.4

Renewal: As stated in the Invitation to Tender document.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/015314-2023 |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | Not specified |
| Awardee scale | Large |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 30 May 2023 |
| Submission deadline | 25 Mar 2022 |
| Future notice date | Not specified |
| Award date | 14 Nov 2022 |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £200,000 |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | £206,966 |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | UNIVERSITY OF YORK |
| Locality | YORK |
| Post town | York |
| Postcode | YO10 5DD |
| Country | England |
| ITL 1 | TLE Yorkshire and The Humber |
| ITL 2 | TLE2 North Yorkshire |
| ITL 3 | TLE21 York |
| Local authority | York |
| Electoral ward | Hull Road |
| Westminster constituency | York Central |
| Delivery location | TLE21 York |

## Supplier

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

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66120000 - Investment banking services and related services

## Release History

- 30 May 2023 at 17:25 - Award - Award Notice - https://www.find-tender.service.gov.uk/Notice/015314-2023
- 23 Feb 2022 at 14:51 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/005072-2022

## Notice URLs

- http://www.york.ac.uk
- https://in-tendhost.co.uk/york/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-h6vhtk-031a6c. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-031a6c.json.