Published date: 23 February 2022

Closed opportunity - This means that the contract is currently closed. The buying department may be considering suppliers that have already applied, or no suitable offers were made.


Closing: 25 March 2022, 12pm

Contract summary

Industry

  • Investment banking services and related services - 66120000

  • Portfolio management services - 66140000

Location of contract

YO10 5DD

Value of contract

£125,000 to £200,000

Procurement reference

IT-104-3769-UY/PROC/844

Published date

23 February 2022

Closing date

25 March 2022

Closing time

12pm

Contract start date

7 June 2022

Contract end date

6 June 2027

Contract type

Service contract

Procedure type

Open procedure (above threshold)

Any interested supplier may submit a tender in response to an opportunity notice.

This procedure can be used for procurements above the relevant contract value threshold.

Contract is suitable for SMEs?

Yes

Contract is suitable for VCSEs?

No

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.

More information

Links

Additional text

All information regarding this requirement is available at https://in-tendhost.co.uk/york/aspx/Tenders/Current.

Is a Recurrent Procurement Type? : Yes

About the buyer

Contact name

Donna Lyon

Address

Heslington
York
North Yorkshire
YO10 5DD
United Kingdom

Telephone

+44 1904 328207

Email

donna.lyon@york.ac.uk