Endowment funds advisory and funds management services
Provision of investments advisory and funds management services in respect of the University's endowment funds portfolio.
Buyer
Heriot Watt University
Value
Not provided
Published
4 Aug 2017
Closes
8 Sept 2017
Procurement details
Source
Pcs
Region
United Kingdom
Procurement method
Open
Category
Services
Contract starts
Not provided
Contract ends
Not provided
CPV classifications
66140000
Portfolio management services
Lots
Lot 1 Endowment funds advisory and funds management services
Value not provided
To appoint a suitable investment funds manager to assist the University maintain and grow the real value of all permanent endowments, invest in income generating assets to support an annual expenditure plan, and manage these investments within a balanced, multi-asset portfolio with an appropriate degree of risk.
Delivery: UKM75
Documents
Unlock document linkEndowment funds advisory and funds management services
Not provided
Provision of investments advisory and funds management services in respect of the University's endowment funds portfolio.
Contract notice · Web page
ITT Release Version
7 Aug 2017
Word document
Appendix 1 - Bona Fide Tender
7 Aug 2017
Word document
Appendix 2 - Contract Pricing Workbook
7 Aug 2017
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Appendix 3 - Form of Tender
7 Aug 2017
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Appendix 4 - Freedom of Information
7 Aug 2017
Word document
Appendix 5 - Parent Company Guarantee
7 Aug 2017
Word document
Appendix 6 - Supply Chain Code of Conduct
7 Aug 2017
Word document
Appendix 7 - Confidentiality Agreement
7 Aug 2017
Word document
Appendix 8 - Terms and Conditions of Contract
7 Aug 2017
Word document
Appendix 9 - HWU Endowments Strategy
7 Aug 2017
Word document
Appendix 10 - Endowments Committee Terms of Reference
7 Aug 2017
Contains public sector information licensed under the Open Government Licence v3.0.