Awarded Contractocds-b5fd17-c2295552-9048-45f4-99ed-7698dfc267ab

Investment Manager Services - AWARD

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 insight Further details can be found in the invitation...

Buyer

UNIVERSITY OF YORK

Value

£206,966

Published

30 May 2023

Closes

25 Mar 2022

Procurement details

Source

Contracts Finder

Region

York

Procurement method

Open

Category

Services

Contract starts

14 Nov 2022

Contract ends

30 Nov 2027

CPV classifications

66120000

Investment banking services and related services

Lots

Lot default Investment Manager Services - AWARD

£200,000

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 invest...

Delivery: Yorkshire and the Humber · United Kingdom, Yorkshire and the Humber, United Kingdom

Awarded contract notice on Contracts Finder

30 May 2023

Awarded contract notice on Contracts Finder

Award notice · Web page

Contains public sector information licensed under the Open Government Licence v3.0.