---
title: "EC0890 Investment Advisor"
ocid: "ocds-r6ebe6-0000617131"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000617131"
markdown_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000617131.md"
json_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000617131.json"
source: "Public Contracts Scotland"
current_stage: "Award"
buyer: "UNIVERSITY OF EDINBURGH"
published: "2020-05-29"
---

# EC0890 Investment Advisor

Buyer: UNIVERSITY OF EDINBURGH  
Current stage: Award  
OCID: ocds-r6ebe6-0000617131

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[Download OCDS JSON](https://d3tenders.com/contract/ocds-r6ebe6-0000617131.json)

## Summary

The University of Edinburgh is conducting a procurement process titled "EC0890 Investment Advisor," which falls under the education industry category. This contract aims to provide strategic advice for their investment committee, overseeing an endowment portfolio valued at £529 million. The procurement stage is currently active, with a successful bid having already been awarded to Mercer Limited. The tender period concluded on 14 April 2020, followed by the award period commencing on the same day, with the contract valued at £168,000.

This procurement process presents a significant opportunity for businesses specialising in investment consultancy and financial advisory services. Companies with expertise in endowment management, particularly those familiar with socially responsible investment (SRI) strategies, would be well-suited to compete in similar future tenders. The requirement for FCA authorisation and experience managing large-scale investment portfolios underscores the competitive nature of this market, making it ideal for established financial firms looking to expand their client base within the education sector.

## Notice

The Investment Committee of the University of Edinburgh is responsible for the oversight and strategic direction of the endowment investments. The investment portfolio was valued at 529m GBP at 31 December 2019 The University of Edinburgh Court appoints members to the Investment Committee drawn from both Court members and external investment professionals. Key Roles and Responsibilities - Sets investment policy and strategy - Determines asset allocation - Identifies Fund Managers - Monitors fund performance - Advises University Court on its investment programme The Investment Committee is looking for someone who can make recommendations as well as stimulate debate around its investment strategy and objectives and support it in its key roles and responsibilities. The Committee has expertise on asset allocation but it will require advice on, for example, particular topics such as infrastructure investments, and manager selection. It is important that the consultant has the capacity to research topics raised and generate analyses and reports. The Committee envisages someone who will have the back-up of a team with diverse knowledge of the investment sector.

### Lot Information

Lot 1

The Investment Committee of the University of Edinburgh is responsible for the oversight and strategic direction of the endowment investments. The investment portfolio was valued at 529m GBP at 31 December 2019 The University of Edinburgh Court appoints members to the Investment Committee drawn from both Court members and external investment professionals. Key Roles and Responsibilities Sets investment policy and strategy Determines asset allocation Identifies Fund Managers Monitors fund performance Advises University Court on its investment programme

Renewal: 2 year option to extend

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Public Contracts Scotland |
| Latest notice | https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUN387339 |
| 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 | 29 May 2020 |
| Submission deadline | 14 Apr 2020 |
| Future notice date | Not specified |
| Award date | 27 May 2020 |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | £168,000 |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | UNIVERSITY OF EDINBURGH |
| Locality | EDINBURGH |
| Post town | Edinburgh |
| Postcode | EH1 1HT |
| Country | Scotland |
| ITL 1 | TLM Scotland |
| ITL 2 | TLM1 East Central Scotland |
| ITL 3 | TLM13 City of Edinburgh |
| Local authority | City of Edinburgh |
| Electoral ward | City Centre |
| Westminster constituency | Edinburgh East and Musselburgh |
| Delivery location | TLM75 City of Edinburgh |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 2 |
| Supplier names | MERCER; UNIVERSITY OF EDINBURGH |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66120000 - Investment banking services and related services

## Release History

- 29 May 2020 at 00:00 - Award - OJEU - F3 - Contract Award Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUN387339
- 6 Mar 2020 at 00:00 - Tender - OJEU - F2 - Contract Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAR382997

## Documents

- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAR382997
  EC0890 Investment Advisor - The Investment Committee of the University of Edinburgh is responsible for the oversight and strategic direction of the endowment investments. The investment portfolio was valued at 529m GBP at 31 December 2019 The University of Edinburgh Court appoints members to the Investment Committee drawn from both Court members and external investment professionals. Key Roles and Responsibilities - Sets investment policy and strategy - Determines asset allocation - Identifies Fund Managers - Monitors fund performance - Advises University Court on its investment programme The Investment Committee is looking for someone who can make recommendations as well as stimulate debate around its investment strategy and objectives and support it in its key roles and responsibilities. The Committee has expertise on asset allocation but it will require advice on, for example, particular topics such as infrastructure investments, and manager selection. It is important that the consultant has the capacity to research topics raised and generate analyses and reports. The Committee envisages someone who will have the back-up of a team with diverse knowledge of the investment sector.
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUN387339
  EC0890 Investment Advisor - The Investment Committee of the University of Edinburgh is responsible for the oversight and strategic direction of the endowment investments. The investment portfolio was valued at 529m GBP at 31 December 2019 The University of Edinburgh Court appoints members to the Investment Committee drawn from both Court members and external investment professionals. Key Roles and Responsibilities - Sets investment policy and strategy - Determines asset allocation - Identifies Fund Managers - Monitors fund performance - Advises University Court on its investment programme The Investment Committee is looking for someone who can make recommendations as well as stimulate debate around its investment strategy and objectives and support it in its key roles and responsibilities. The Committee has expertise on asset allocation but it will require advice on, for example, particular topics such as infrastructure investments, and manager selection. It is important that the consultant has the capacity to research topics raised and generate analyses and reports. The Committee envisages someone who will have the back-up of a team with diverse knowledge of the investment sector.

## Notice URLs

- http://
- http://www.ed.ac.uk/schools-departments/procurement/supplying
- https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000617131
- https://www.ed.ac.uk/files/atoms/files/responsible_investment_policy_statement.pdf
- https://www.publictendersscotland.publiccontractsscotland.gov.uk/esop/pts-host/public/pts/web/login.html

## 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-r6ebe6-0000617131. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-r6ebe6-0000617131.json.