HH052-23-HB Investment Manager Services – Endowment Fund
Details
- Buyer
- NHS Highland
- Supplier(s)
- Adam & Company Wealth Management
- Value
- GBP 188,000
- Topic
- Investment banking services and related services
- Published
- 2 April 2024
Tender description
NHS Highland and NHS Orkney Health Boards require the provision of Investment Manager 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 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 to implement the entire mandate
Timeline
- Completed: Award date18 March 2024
- Completed: Award published2 April 2024Current notice
About the buyer
NHS Highland 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.
| Contact name | Job title | Phone number | Work email |
|---|---|---|---|
| Head of Procurement | +44 •••• •••••• | ••••••••@nhs-highland.gov | |
| Commercial Director | +44 •••• •••••• | ••••••••@nhs-highland.gov | |
| Procurement Manager | +44 •••• •••••• | ••••••••@nhs-highland.gov | |
| Category Lead | +44 •••• •••••• | ••••••••@nhs-highland.gov | |
| Senior Buyer | +44 •••• •••••• | ••••••••@nhs-highland.gov | |
| Contracts Manager | +44 •••• •••••• | ••••••••@nhs-highland.gov |
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