Closed tender

Financial and insurance services

Details

Value
GBP 250,000
Topic
Financial and insurance services
Published
17 December 2018
Submission
25 January 2019

Tender description

The University invites tenders from Investment advisors to create, implement and manage an Investment Strategy for Cash and Endowments. The initial requirement is for the creation of a DMU Investment Strategy, this is expected to commence immediately following contract award with a firm completion date for the initial strategy by the 15.5.2019. This strategy will then be presented for approval at the Finance and Human Resources Committee on the 20.6.2019. After the Investment Strategy is approved, the Investment Advisor will be responsible for implementation of the Investment strategy through suitable Investment Managers and ensuring the on-going review and management of investment arrangements. The procurement documents are available for unrestricted and full direct access, free of charge, at: https://in-tendhost.co.uk/demontfort/aspx/Home The University invites tenders from Investment advisors to create, implement and manage an Investment Strategy for Cash and Endowments. The initial requirement is for the creation of a DMU Investment Strategy, this is expected to commence immediately following contract award with a firm completion date for the initial strategy by the 15.5.2019. This strategy will then be presented for approval at the Finance and Human Resources Committee on the 20.6.2019. After the Investment Strategy is approved, the Investment Advisor will be responsible for implementation of the Investment strategy through suitable Investment Managers and ensuring the on-going review and management of investment arrangements. The procurement documents are available for unrestricted and full direct access, free of charge, at: https://in-tendhost.co.uk/demontfort/aspx/Home

Timeline

  1. Completed: Tender published17 December 2018
    Current notice
  2. Completed: Submission date25 January 2019

About the buyer

De Montfort 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

  • 66000000 · Financial and insurance services
  • 66100000 · Banking and investment services
  • 66120000 · Investment banking services and related services

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