---
title: "HH052-23-HB Investment Manager/Advisor Services - Endowment Fund"
ocid: "ocds-r6ebe6-0000745288"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000745288"
markdown_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000745288.md"
json_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000745288.json"
source: "Public Contracts Scotland"
current_stage: "Planning"
buyer: "NHS HIGHLAND"
published: "2023-09-25"
---

# HH052-23-HB Investment Manager/Advisor Services - Endowment Fund

Buyer: NHS HIGHLAND  
Current stage: Planning  
OCID: ocds-r6ebe6-0000745288

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## Summary

The NHS Highland and NHS Orkney are planning a tender process titled "HH052-23-HB Investment Manager/Advisor Services – Endowment Fund" in the Health industry category. The procurement is in the planning stage, with a future notice date of 13th November 2023. The tender aims to provide Investment Manager/Advisor Services for the Endowment Funds of NHS Highland and NHS Orkney. The buying organisation, NHS Highland, is located in Inverness, UK, and interested businesses can find more details on their website.

This tender presents an opportunity for businesses experienced in providing Investment Manager/Advisor Services in the Health sector. Interested companies with expertise in managing Endowment Funds and considering environmental, social, and governance factors in investments are well-suited to compete. Being a signatory to UN Principles for Responsible Investment and the UK Stewardship Code is preferred. Businesses looking to grow in the Health industry by offering specialised financial services should consider participating in this planned procurement process.

## Notice

Prior Information Notice to provide advance notification of potential forthcoming contract opportunities to provide NHS Highland and NHS Orkney with Investment Manager/Advisor Services for their Endowment Funds.

### Lot Information

Lot 1

It is anticipated that the scope of the services covered under the contract will include, - The provision of an Endowments Funds Investment Services for NHS Highland and NHS Orkney. - The provider shall make recommendations to the Endowment Fund Committees in relation to the most appropriate investment policies in order to achieve the Endowment Fund objectives. - The Provider shall take into account environmental, social, and governance factors into consideration when considering any investment within the Endowment Fund portfolios. - It is also expected that the Investment Manager/Advisor is a signatory to the UN Principles for Responsible Investment (UNPRI) and the UK Stewardship Code in this regard. - The Health Boards require a single Investment Manager/Advisor to implement the entire mandate.. Please note, the information contained within this Prior Information Notice (PIN) is subject to change.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Public Contracts Scotland |
| Latest notice | https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=SEP488991 |
| Notice type | OJEU - F1 - Prior Information Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Not Specified |
| Procurement method details | Not specified |
| Tender suitability | Not specified |
| Awardee scale | Not specified |
| All stages | Planning |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 25 Sep 2023 |
| Submission deadline | Not specified |
| Future notice date | 13 Nov 2023 |
| Award date | Not specified |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £188,000 |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Planned |
| Lots status | Planned |
| Awards status | Not specified |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | NHS HIGHLAND |
| Additional buyers | NHS ORKNEY |
| Locality | INVERNESS |
| Post town | Inverness |
| Postcode | IV2 3BW |
| Country | Scotland |
| ITL 1 | TLM Scotland |
| ITL 2 | TLM2 Highlands and Islands |
| ITL 3 | TLM20 Highlands and Islands |
| Local authority | Orkney Islands |
| Electoral ward | Kirkwall West and Orphir |
| Westminster constituency | Orkney and Shetland |
| Delivery location | TLM6 Highlands and Islands |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66120000 - Investment banking services and related services

## Release History

- 25 Sep 2023 at 00:00 - Planning - OJEU - F1 - Prior Information Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=SEP488991

## Documents

- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=SEP488991
  HH052-23-HB Investment Manager/Advisor Services - Endowment Fund - Prior Information Notice to provide advance notification of potential forthcoming contract opportunities to provide NHS Highland and NHS Orkney with Investment Manager/Advisor Services for their Endowment Funds.

## Notice URLs

- http://
- http://www.nhshighland.scot.nhs.uk
- http://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=745288
- https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000745288

## 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-r6ebe6-0000745288. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-r6ebe6-0000745288.json.