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
Documents
Unlock document linkAwarded contract notice on Contracts Finder
30 May 2023
Awarded contract notice on Contracts Finder
Award notice · Web page
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