Expired contract

Portfolio management services

Details

Duration
3 years
Topic
Portfolio management services
Published
29 November 2017

Tender description

Provision of investments advisory and funds management services in respect of the University's endowment funds portfolio. To appoint a suitable investment funds manager to assist the University maintain and grow the real value of all permanent endowments, invest in income generating assets to support an annual expenditure plan, and manage these investments within a balanced, multi-asset portfolio with an appropriate degree of risk.

Timeline

  1. Completed: Award date20 November 2017
  2. Completed: Award published29 November 2017
    Current notice
  3. Completed: Contract expiry date4 November 2020

About the buyer

Heriot Watt University 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

  • 66140000 · Portfolio management services

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