HH052-23-HB Investment Manager/Advisor Services – Endowment Fund

Tender description

Prior Information Notice to provide advance notification of potential forthcoming contract opportunities to provide NHS Highland and NHS Orkney with Investment Manager/Advisor Services for their Endowment Funds. Lot 1: It is anticipated that the scope of the services covered under the contract will include, - The provision of an Endowments Funds Investment Services for NHS Highland and NHS Orkney. - The provider shall make recommendations to the Endowment Fund Committees in relation to the most appropriate investment policies in order to achieve the Endowment Fund objectives. - The Provider shall take into account environmental, social, and governance factors into consideration when considering any investment within the Endowment Fund portfolios. - It is also expected that the Investment Manager/Advisor is a signatory to the UN Principles for Responsible Investment (UNPRI) and the UK Stewardship Code in this regard. - The Health Boards require a single Investment Manager/Advisor to implement the entire mandate. Additional information: Please note, the information contained within this Prior Information Notice (PIN) is subject to change.