Provision of Investment Management Services ( Charitable Funds)
key details
| Status | active |
|---|---|
| Category (CPV) | 66120000 |
| Region | West Midlands |
| Deadline | 30 Oct 2020 |
| Contract start | 1 Dec 2020 |
| Contract end | 30 Nov 2023 |
| Procedure | open |
| SME suitable | Yes |
| OCID | ocds-b5fd17-8a7b5fc1-1a83-481b-b20b-b5b7db115890 |
description
The basis of the contract will include:
- oInvestment management services for the Trust's charitable funds
- oThe creation of a sufficient financial return to enable the Charity to carry out its purposes effectively and without interruption.
- oThe maintenance and enhancement of the investment funds whilst they are invested.
- oTo obtain a reasonable balance between capital growth and income so that the Charity can meet future as well as current needs.
- oTo avoid investments with undue risk.
The Trust intends to award to a single provider but reserves the right to award to more than one provider if appropriate.
Additional information:
Is a Recurrent Procurement Type? : No
documents
- https://in-tendhost.co.uk/walsallhealthcarenhs/aspx/ , tenderNotice
- https://www.contractsfinder.service.gov.uk/Notice/9186380b-ef61-4a08-a050-67e6ee33ea4b , 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 |
|---|---|---|---|
| 15 Oct 2020 | Tender (tender) | · | 9186380b-ef61-4a08-a050-67e6ee33ea4b-387318 |
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source
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