Awarded contract

Banking and investment services

Details

Buyer
University of Exeter
Supplier(s)
Rathbone Investment Management Ltd
Value
GBP 2,500,000
Duration
10 years
Topic
Banking and investment services
Published
1 March 2019
Source
TedNotices

Tender description

The University has appointed a single Investment Fund Manager to manage its investment fund. The University currently invests approximately 40 000 000 GBP in a multi-asset portfolio and has recently decided to review the portfolio to better incorporate ESG factors. The University is looking to implement a “best in class” ESG focussed portfolio. The mandate for the successful Investment Fund Manager is to invest around 40 000 000 GBP. There are not expected to be significant income requirements in the foreseeable future. The University’s current investment objective for the overall portfolio is to achieve an investment return of CPI+4 % p.a. over the long-term. The University has appointed a single Investment Fund Manager to manage its investment fund. An EU Restricted Procedure has been completed to procure these services. The University's key aim was to procure a 'best in class' ESG solution.

Timeline

  1. Award date8 January 2019
  2. Award published1 March 2019
    Current notice
  3. Contract expiry date16 November 2028in 2 years

About the buyer

University of Exeter 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

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