Published date: 30 May 2023

Last edited date: 30 May 2023

Awarded contract - This means that the contract has been awarded to a supplier.


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 - AWARD

Published date

30 May 2023

Closing date

25 March 2022

Closing time

12pm

Contract start date

14 November 2022

Contract end date

30 November 2027

Contract type

Service contract

Procedure type

Open procedure

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

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.

Award information

Awarded date

14 November 2022

Contract start date

14 November 2022

Contract end date

30 November 2027

Total value of contract

£206,966

This contract was awarded to 1 supplier.

abrdn Capital Limited

Address

1 George Street, Edinburgh, United Kingdom, EH2 2LL

Reference

None

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