Investment Manager Services - AWARD
key details
| Value | £200,000 |
|---|---|
| Status | complete |
| Category (CPV) | 66120000 +1 more |
| Region | Yorkshire and the Humber |
| Deadline | 25 Mar 2022 |
| Contract start | 14 Nov 2022 |
| Contract end | 30 Nov 2027 |
| Procedure | open |
| SME suitable | Yes |
| OCID | ocds-b5fd17-c2295552-9048-45f4-99ed-7698dfc267ab |
Award
| Supplier | Value | Date | Status |
|---|---|---|---|
| abrdn Capital Limited | £206,966 | 14 Nov 2022 | 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 insight
Further details can be found in the invitation to tender documents.
notice history
1 notice published against this procurement.
| Published | Type | Regime | Notice |
|---|---|---|---|
| 30 May 2023 | Award update (awardUpdate) | · | 9bf5196f-87d6-4b1b-acff-a1d4c41c40af-649326 |
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source
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