National Heritage Memorial Fund Investment Manager

Tender description

The National Heritage Memorial Fund is seeking to appoint an investment manager to manage its investment portfolio (the NHMF Endowment Fund). The NHMF Endowment Fund is worth approximately £39M as at 31 March 2016. These funds are currently managed by Cazenove Capital Management as part of the Schroders Charity Multi-Asset Fund. The NHMF is required to review the investment management arrangement every few years and would appreciate your organisation providing information about the costs and benefits of your investment management services. The winning bidder will manage the investments on a discretionary basis and the manager’s performance will be overseen and monitored by a panel consisting of three independent investment experts who support the NHMF Trustees.