Closed tender

Portfolio management services

Details

Buyer
University of Bristol
Value
GBP 1,750,000
Topic
Banking and investment services
Published
7 March 2017
Submission
7 April 2017
Source
TedNotices

Tender description

Investment management of the University of Bristol endowment portfolio. Following a review of the University's Endowment Investment Policy, the University of Bristol has decided to seek tenders from specialist managers for the management of its endowment portfolio which has a value of approximately 60 000 000 GBP. Potential managers of the portfolio would be expected to invest in line with best practice in terms of corporate governance and the University's Endowment Investment Policy. The University places a premium on the service it receives from its suppliers and the managers of the portfolio would be expected to provide a high quality of service and develop a close working relationship with the University. Potential managers of the portfolio would be expected to have experience of managing funds from charities.

Timeline

  1. Tender published7 March 2017
    Current notice
  2. Submission date7 April 2017

About the buyer

University of Bristol is a public sector buyer in United Kingdom publishing tenders and awards on Stotles. Explore their procurement activity and find more opportunities like this one.

Relevant CPV codes

  • 66100000 · Banking and investment services
  • 66140000 · Portfolio management services
  • 66600000 · Treasury services

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Decision makers

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