---
title: "Investment Services - University of Aberdeen"
ocid: "ocds-r6ebe6-0000572436"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000572436"
markdown_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000572436.md"
json_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000572436.json"
source: "Public Contracts Scotland"
current_stage: "Award"
buyer: "UNIVERSITY OF ABERDEEN"
published: "2019-10-17"
---

# Investment Services - University of Aberdeen

Buyer: UNIVERSITY OF ABERDEEN  
Current stage: Award  
OCID: ocds-r6ebe6-0000572436

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000572436)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-r6ebe6-0000572436.json)

## Summary

The University of Aberdeen is seeking investment advice services for managing portfolios associated with its Endowment, Development Trust, and Northern College. This procurement falls under the category of services and is classified as an open tender, with a submission deadline that ended on 8th March 2019. The contract was awarded to Goldman Sachs International on 5th July 2019, with a total contract value of £700,000. The procurement process is now complete, and the service is expected to align with the university's strategic investment goals.

This tender presents significant opportunities for firms specialising in financial services, particularly those with expertise in investment management and strategy development. Businesses that can demonstrate a strong understanding of the education sector and possess the necessary credentials and experience in managing substantial investment portfolios will be well-suited to compete. Companies equipped to engage collaboratively with educational institutions and provide insightful financial reporting may find this tender aligns with their growth objectives.

## Notice

AWARD NOTICE - The University of Aberdeen has appointed a Company to provide Investment Advice Services in the management of portfolios consisting of the University Endowment, The Development Trust and Northern College at the instruction of the University's Investment Committee.

### Lot Information

Lot 1

AWARD NOTICE - The University of Aberdeen has appointed a Company to provide Investment Advice Services in the management of portfolios consisting of the University Endowment, The Development Trust and Northern College at the instruction of the University's Investment Committee. The successful bidder must be able to develop investment strategies, engage with external fund managers and produce reports and papers to stimulate debate amongst the Committee.

Renewal: 2 x optional extensions of one year each

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Public Contracts Scotland |
| Latest notice | https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=OCT369563 |
| Notice type | OJEU - F3 - Contract Award 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 | 17 Oct 2019 |
| Submission deadline | 8 Mar 2019 |
| Future notice date | Not specified |
| Award date | 5 Jul 2019 |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | £700,000 |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | UNIVERSITY OF ABERDEEN |
| Locality | ABERDEEN |
| Post town | Aberdeen |
| Postcode | AB24 3FX |
| Country | Scotland |
| ITL 1 | TLM Scotland |
| ITL 2 | TLM5 North Eastern Scotland |
| ITL 3 | TLM50 Aberdeen City and Aberdeenshire |
| Local authority | Aberdeen City |
| Electoral ward | Tillydrone/Seaton/Old Aberdeen |
| Westminster constituency | Aberdeen North |
| Delivery location | TLM50 Aberdeen City and Aberdeenshire |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | GOLDMAN SACHS INTERNATIONAL |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66122000 - Corporate finance and venture capital services

## Release History

- 17 Oct 2019 at 00:00 - Award - OJEU - F3 - Contract Award Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=OCT369563
- 4 Feb 2019 at 00:00 - Tender - OJEU - F2 - Contract Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=FEB344410

## Documents

- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=FEB344410
  Investment Services - University of Aberdeen - The University of Aberdeen wishes to appoint a Company to provide Investment Advice Services in the management of portfolios consisting of the University Endowment, The Development Trust and Northern College at the instruction of the University's Investment Committee.
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=OCT369563
  Investment Services - University of Aberdeen - AWARD NOTICE - The University of Aberdeen has appointed a Company to provide Investment Advice Services in the management of portfolios consisting of the University Endowment, The Development Trust and Northern College at the instruction of the University's Investment Committee.

## Notice URLs

- http://
- http://www.abdn.ac.uk/procurement
- http://www.publictendersscotland.publiccontractsscotland.gov.uk
- https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000572436

## 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-r6ebe6-0000572436. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-r6ebe6-0000572436.json.
