Awarded contract

Portfolio management services

Details

Buyer
University of Bristol
Supplier(s)
Rathbone Investment Management Ltd
Value
GBP 2,774,259
Duration
10 years
Topic
Banking and investment services
Published
22 September 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 decided to seek tenders from specialist managers for the management of its endowment portfolio which has a value of approximately 60 000 000 GBP. The portfolio will be invested in line with best practice in terms of corporate governance and the University's Endowment Investment Policy.

Timeline

  1. Award date7 August 2017
  2. Award published22 September 2017
    Current notice
  3. Contract expiry date16 June 2027in 10 months

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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