---
title: "Management of Endowment Portfolio"
ocid: "ocds-h6vhtk-03a5b8"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-03a5b8"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-03a5b8.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-03a5b8.json"
source: "Find A Tender Service"
current_stage: "Tender"
buyer: "UNIVERSITY OF DUNDEE"
published: "2023-02-15"
---

# Management of Endowment Portfolio

Buyer: UNIVERSITY OF DUNDEE  
Current stage: Tender  
OCID: ocds-h6vhtk-03a5b8

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## Summary

The University of Dundee has issued a tender titled "Management of Endowment Portfolio" in the services procurement category. This tender involves the management of their Endowment Portfolio Funds for a contract period of 6 years, with the initial duration being 4 years and two further 12-month extension options. The procurement method is selective with a restricted procedure, and electronic submissions are accepted. The tender deadline for submissions is 16th March 2023, with an invitation date for the second stage on 31st March 2023.

This opportunity, issued by the University of Dundee, is suitable for providers offering portfolio management services. Businesses interested in sustainability and ESG-focused investing would be well-suited to compete for this tender. The contract includes provisions for electronic invoicing and payment, with a bid validity period of 180 days. Suppliers should consider the renewal option, with the contract estimated to expire in January 2029 assuming all extensions are taken up.

## Notice

The University of Dundee (UoD) would like to engage a suitably qualified provider to manage their Endowment Portfolio Funds.

### Lot Information

Lot 1

Following a decision to fully divest from fossil fuel and to move our investment portfolio into an ESG focused strategy, The University of Dundee (UoD) would like to engage a suitably qualified provider to manage their Endowment Portfolio Funds in line with the key objectives outlined in the PQQ documentation.

Renewal: This will be a 6-year term contract, the initial duration will be 4 years and there will be two further consecutive 12 months extension options.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/004586-2023 |
| 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 | 15 Feb 2023 |
| Submission deadline | 16 Mar 2023 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | Not specified |
| Recurrence | 6 months prior to the expiry of the existing contract, estimated at January 2029 assuming all extensions are taken up. |

## Values

| Field | Value |
| --- | --- |
| Tender value | £650,000 |
| 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 | UNIVERSITY OF DUNDEE |
| Locality | DUNDEE |
| Post town | Dundee |
| Postcode | DD1 4HN |
| 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

### Codes

- 66140000 - Portfolio management services

## Release History

- 15 Feb 2023 at 08:50 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/004586-2023

## Notice URLs

- http://www.dundee.ac.uk
- http://www.publiccontractsscotland.gov.uk
- https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000722660
- https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=722660
- https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=722660
- https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00105
- https://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx

## 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-03a5b8. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-03a5b8.json.