--- title: "Investment Manager" ocid: "ocds-r6ebe6-0000786952" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000786952" markdown_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000786952.md" json_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000786952.json" source: "Public Contracts Scotland" current_stage: "Award" buyer: "ABERTAY UNIVERSITY" published: "2025-03-31" --- # Investment Manager Buyer: ABERTAY UNIVERSITY Current stage: Award OCID: ocds-r6ebe6-0000786952 [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000786952) [Download OCDS JSON](https://d3tenders.com/contract/ocds-r6ebe6-0000786952.json) ## Summary Abertay University in Dundee has completed the procurement process to appoint an experienced Investment Manager for its investment portfolio worth £12.5 million. This contract, categorised under financial services (CPV code 66100000 and 66120000), was awarded to UBS AG following an open procedure. The procurement process began in January 2025, with key dates including a submission deadline on 17th February 2025 and the contract signed on 27th March 2025. The contract is aligned with the University's long-term financial strategy, risk tolerance, and ethical values, and it also includes compliance with relevant regulatory frameworks and the delivery of sustainable, responsible, and profitable investment outcomes. This tender offers substantial opportunities for businesses in the financial services industry, particularly those experienced in investment management. With a significant portfolio value at stake, large and experienced firms are well-suited to compete, as demonstrated by the awarding of the contract to UBS AG. Firms looking to engage in similar procurement opportunities and expand their service offerings in managing substantial portfolios in alignment with stringent financial and ethical standards could greatly benefit from participating in such tenders conducted by prestigious institutions like Abertay University. ## Notice The University is seeking to appoint an experienced Investment Manager to manage its investment portfolio of GBP12.5 million, ensuring alignment with the University's long-term financial strategy, risk tolerance, and ethical values. ### Lot Information Lot 1 The University is seeking to appoint an experienced Investment Manager to manage its investment portfolio. The successful Investment Manager will be responsible for managing an investment portfolio of GBP12.5 million, ensuring alignment with the University's long-term financial strategy, risk tolerance, and ethical values. The appointed manager will also be expected to maintain compliance with relevant regulatory frameworks and deliver sustainable, responsible, and profitable investment outcomes. Renewal: option of extending the contract for a further period (or periods) of up to 5 years after the expiry of the term. ## Key Details | Field | Value | | --- | --- | | Publication source | Public Contracts Scotland | | Latest notice | https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAR527127 | | Notice type | PCS Notice - Website 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 | 31 Mar 2025 | | Submission deadline | 17 Feb 2025 | | Future notice date | Not specified | | Award date | 27 Mar 2025 | | Contract period | Not specified | | Recurrence | Depending on whether the extension option is offered. If no extension period, the opportunity will be advertised September 2029, if the extension is offered, it would be difficult to state a date as the extension period could be anything up to a further 5 years. | ## Values | Field | Value | | --- | --- | | Tender value | £160,000 | | Lots value | £160,000 | | Awards value | Not specified | | Contracts value | Not specified | ## Status | Field | Value | | --- | --- | | Tender status | Complete | | Lots status | Complete | | Awards status | Not specified | | Contracts status | Active | ## Buyer | Field | Value | | --- | --- | | Main buyer | ABERTAY UNIVERSITY | | Locality | DUNDEE | | Post town | Dundee | | Postcode | DD1 1HG | | Country | Scotland | | ITL 1 | TLM Scotland | | ITL 2 | TLM0 Eastern Scotland | | ITL 3 | TLM03 Angus and Dundee City | | Local authority | Dundee City | | Electoral ward | Maryfield | | Westminster constituency | Dundee Central | | Delivery location | TLM71 Angus and Dundee City | ## Supplier | Field | Value | | --- | --- | | Number of suppliers | 1 | | Supplier names | UBS | ## CPV Codes ### Divisions - 66 - Financial and insurance services ### Codes - 66100000 - Banking and investment services - 66120000 - Investment banking services and related services ## Release History - 31 Mar 2025 at 00:00 - Award - PCS Notice - Website Contract Award Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAR527127 - 16 Jan 2025 at 00:00 - Tender - PCS Notice - Website Contract Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JAN521968 ## Documents - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JAN521968 Investment Manager - The University is seeking to appoint an experienced Investment Manager to manage its investment portfolio of GBP12.5 million, ensuring alignment with the University's long-term financial strategy, risk tolerance, and ethical values. - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAR527127 Investment Manager - The University is seeking to appoint an experienced Investment Manager to manage its investment portfolio of GBP12.5 million, ensuring alignment with the University's long-term financial strategy, risk tolerance, and ethical values. ## Notice URLs - http:// - http://www.abertay.ac.uk - http://www.publictendersscotland.publiccontractsscotland.gov.uk - https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000786952 - https://www.publictendersscotland.publiccontractsscotland.gov.uk/ ## 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-r6ebe6-0000786952. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-r6ebe6-0000786952.json.