Closed tender

Investment Manager Services

Details

Buyer: University of York
Value: GBP 200,000
Topic: Investment banking services and related services
Published: 23 February 2022
Submission: 25 March 2022
Source: uk:find_a_tender

Tender description

The University of York is pleased to invite tenders from FCA authorised firms for the provision of discretionary investment management services for an initial contract term of 5 years. The University's investment portfolio currently contains permanent endowment assets valued at approximately £7.3m. The services we require as a minimum are: - Suitable investment strategy and allocation advice- Portfolio management and reporting- Account management and market insightFurther details can be found in the invitation to tender documents. Lot 1: As stated in II.1.4 Lot 1: As stated in II.1.4

Timeline

Completed: Tender published23 February 2022
Current notice
Completed: Submission date25 March 2022

About the buyer

University of York 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

66120000 · Investment banking services and related services

Decision makers

Connect with the people behind this procurement.

Job title	Phone number	Work email
Head of Procurement	+44 •••• ••••••	••••••••@university-of-york.gov
Commercial Director	+44 •••• ••••••	••••••••@university-of-york.gov
Procurement Manager	+44 •••• ••••••	••••••••@university-of-york.gov
Category Lead	+44 •••• ••••••	••••••••@university-of-york.gov
Senior Buyer	+44 •••• ••••••	••••••••@university-of-york.gov
Contracts Manager	+44 •••• ••••••	••••••••@university-of-york.gov