---
title: "Management of Endowment Portfolio"
ocid: "ocds-r6ebe6-0000722660"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000722660"
markdown_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000722660.md"
json_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000722660.json"
source: "Public Contracts Scotland"
current_stage: "Tender"
buyer: "UNIVERSITY OF DUNDEE"
published: "2023-02-15"
---

# Management of Endowment Portfolio

Buyer: UNIVERSITY OF DUNDEE  
Current stage: Tender  
OCID: ocds-r6ebe6-0000722660

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000722660)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-r6ebe6-0000722660.json)

## Summary

The University of Dundee is seeking a provider for the "Management of Endowment Portfolio" tender, located in Dundee, UK. The procurement stage is 'active', with a deadline for submissions by March 16, 2023. This selective procurement opportunity in the services category offers a contract value of £650,000. The procurement method is a restricted procedure, with electronic submission required.

This tender by the University of Dundee presents an opportunity for businesses to manage endowment portfolio funds. Companies suited for this opportunity should have experience in financial asset management services. The procurement process involves a 6-year term contract with potential extensions, offering growth prospects for financial service providers specialising in ethical and sustainable investment strategies.

## 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 | Public Contracts Scotland |
| Latest notice | https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=FEB471260 |
| Notice type | OJEU - F2 - Contract 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 00:00 - Tender - OJEU - F2 - Contract Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=FEB471260

## Documents

- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=FEB471260&idx=2
  15th February 2023 - Appendix A
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=FEB471260&idx=1
  15th February 2023 - PQQ
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=FEB471260
  Management of Endowment Portfolio - The University of Dundee (UoD) would like to engage a suitably qualified provider to manage their Endowment Portfolio Funds.

## Notice URLs

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

## 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-r6ebe6-0000722660. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-r6ebe6-0000722660.json.