Investment Manager Services - AWARD

A Contract Award Notice
by UNIVERSITY OF YORK

Source
Contracts Finder
Type
Contract (Services)
Duration
5 year
Value
£125K-£200K
Sector
BUSINESS
Published
30 May 2023
Delivery
14 Nov 2022 to 30 Nov 2027
Deadline
25 Mar 2022 12:00

Related Terms

Location

Geochart for 1 buyers and 1 suppliers

1 buyer

1 supplier

Description

The University of York is pleased to invite tenders from FCA authorised firms for the provision of discretionary investment management services for an initial contract term of 5 years. The University's investment portfolio currently contains permanent endowment assets valued at approximately £7.3m. The services we require as a minimum are: - Suitable investment strategy and allocation advice - Portfolio management and reporting - Account management and market insight Further details can be found in the invitation to tender documents.

Award Detail

1 Abrdn Capital (Edinburgh)
  • Value: £206,966

CPV Codes

  • 66120000 - Investment banking services and related services
  • 66140000 - Portfolio management services

Indicators

  • Contract is suitable for SMEs.

Reference

  • IT-104-3769-UY/PROC/844 - AWARD
  • CF 9bf5196f-87d6-4b1b-acff-a1d4c41c40af

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