--- title: "3960.PS.LWM.23 Investment Manager Services" ocid: "ocds-h6vhtk-042c0f" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-042c0f" markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-042c0f.md" json_url: "https://d3tenders.com/contract/ocds-h6vhtk-042c0f.json" source: "Find A Tender Service" current_stage: "Award" buyer: "UNIVERSITY OF SHEFFIELD" published: "2024-06-26" --- # 3960.PS.LWM.23 Investment Manager Services Buyer: UNIVERSITY OF SHEFFIELD Current stage: Award OCID: ocds-h6vhtk-042c0f [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-042c0f) [Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-042c0f.json) ## Summary The University of Sheffield has completed an award process for the provision of investment management services. The procurement process had the title "3960.PS.LWM.23 Investment Manager Services" in the banking and investment services industry category. The contract, with a value of £1,400,000 GBP, was signed on 12th June 2024. The University undertook a review of its investment management service and transitioned the managed funds to a new service provider through a selective procurement method with restricted procedure. This awarded tender presents a growth opportunity for businesses specializing in investment management services. The tender, initiated by the University of Sheffield, allows for a contract to commence from 1st September 2024, offering a potential three-year engagement with extension possibilities. Businesses with expertise in investment management, particularly in banking and investment services, may find this opportunity suitable for competitive bidding. The University aims to enhance its investment management capabilities and welcomes tenders to cater to its varied fund management needs. ## Notice The University of Sheffield invites tenders for the provision of investment management services. Tenders are invited for a contract to commence 1st September 2024 for an initial period of three years with the option to extend for a further two periods each of one year.The University is undertaking a review of its investment management service relating primarily to permanent and expendable endowed funds.Investments currently managed by the University's Investment Managers, are to be managed by the new Investment Manager service.The full technical specification can be found in the ITT documentation which will be available after you have expressed your interest on In-Tend. ### Lot Information Lot 1 The University of Sheffield invites tenders for the provision of investment management services. Tenders are invited for a contract to commence 1st September 2024 for an initial period of three years with the option to extend for a further two periods each of one year.The University is undertaking a review of its investment management service relating primarily to permanent and expendable endowed funds.Investments currently managed by the University's Investment Managers, are to be managed by the new Investment Manager service.The full technical specification can be found in the ITT documentation which will be available after you have expressed your interest on In-Tend. Tender Process and Documentation:This is an FTS Restricted tender exercise. The ITT can be downloaded by registering and expressing your interest on the University's e-tendering system https://in-tendhost.co.uk/SheffieldIf you have any questions or comments in relation to this tender, they must be submitted via the In-Tend System.Your tender response must also be submitted through In-Tend to arrive by the date and time specified. Late tenders will not be considered. ## Key Details | Field | Value | | --- | --- | | Publication source | Find A Tender Service | | Latest notice | https://www.find-tender.service.gov.uk/Notice/019550-2024 | | 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 | 26 Jun 2024 | | Submission deadline | 12 Feb 2024 | | Future notice date | Not specified | | Award date | 11 Jun 2024 | | Contract period | Not specified | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | £1,100,000 | | Lots value | £1,100,000 | | Awards value | Not specified | | Contracts value | £1,400,000 | ## Status | Field | Value | | --- | --- | | Tender status | Complete | | Lots status | Cancelled | | Awards status | Active | | Contracts status | Active | ## Buyer | Field | Value | | --- | --- | | Main buyer | UNIVERSITY OF SHEFFIELD | | Locality | SHEFFIELD | | Post town | Sheffield | | Postcode | S10 2TN | | Country | England | | ITL 1 | TLE Yorkshire and The Humber | | ITL 2 | TLE3 South Yorkshire | | ITL 3 | TLE32 Sheffield | | Local authority | Sheffield | | Electoral ward | Broomhill and Sharrow Vale | | Westminster constituency | Sheffield Central | | Delivery location | TLE32 Sheffield | ## Supplier | Field | Value | | --- | --- | | Number of suppliers | 1 | | Supplier names | SARASIN & PARTNERS | ## CPV Codes ### Divisions - 66 - Financial and insurance services ### Codes - 66100000 - Banking and investment services - 66120000 - Investment banking services and related services ## Release History - 26 Jun 2024 at 13:14 - Award - Award Notice - https://www.find-tender.service.gov.uk/Notice/019550-2024 - 10 Jan 2024 at 14:24 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/000812-2024 ## Notice URLs - http://www.in-tendhost.co.uk/sheffield - https://in-tendhost.co.uk/Sheffield - https://in-tendhost.co.uk/SheffieldIf ## 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-042c0f. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-042c0f.json.