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Investment Manager Services

University of York Published 30 May 2023 Contracts Finder

key details

Value£200,000
Statuscomplete
Category (CPV) 66120000
RegionYorkshire and the Humber
Deadline25 Mar 2022
Procedureopen
OCIDocds-h6vhtk-031a6c

Award

SupplierValueDateStatus
abrdn Capital Limited · · active

description

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 insightFurther details can be found in the invitation to tender documents.

documents

Documents are linked, not mirrored. They are served by the publishing authority and may require registration.

notice history

2 notices published against this procurement.

PublishedTypeRegimeNotice
23 Feb 2022 Contract notice (F02) Earlier regulations 005072-2022
30 May 2023 Contract award notice (F03) Earlier regulations 015314-2023

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source

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