Endowment Fund Investment Manager
key details
| Value | £850,000 |
|---|---|
| Status | active |
| Category (CPV) | 66140000 |
| Region | South West |
| Deadline | 7 Apr 2017 |
| Contract start | 1 Sept 2017 |
| Contract end | 30 Aug 2027 |
| Procedure | selective |
| SME suitable | No |
| OCID | ocds-b5fd17-79091feb-be8a-4c7e-a9b8-1c69b5502801 |
description
Following a review of the University's Endowment Investment Policy, the University of Bristol has decided to seek tenders from specialist managers for the management of its endowment portfolio which has a value of approximately £60M.
Potential managers of the portfolio would be expected to invest in line with best practice in terms of corporate governance and the University's Endowment Investment Policy.
The University places a premium on the service it receives from its suppliers and the managers of the portfolio would be expected to provide a high quality of service and develop a close working relationship with the University.
Potential managers of the portfolio would be expected to have experience of managing funds from charities.
The initial contract period is 5 years plus up to another 5 years if the options to extend are exercised.
The "Lowest/Actual Value" referred to in the Summary Information is estimated on the basis of the minimum contract period of 5 years.
Additional information: https://tenders.bris.ac.uk
documents
- https://www.contractsfinder.service.gov.uk/Notice/c2028c8d-fa00-4ab3-88e1-ae6f0d92cd82 , tenderNotice
Documents are linked, not mirrored. They are served by the publishing authority and may require registration.
notice history
1 notice published against this procurement.
| Published | Type | Regime | Notice |
|---|---|---|---|
| 9 Mar 2017 | Tender (tender) | · | c2028c8d-fa00-4ab3-88e1-ae6f0d92cd82-134343 |
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source
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