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Published 30 May 2023

Contracts Finder notice

Investment Manager Services - AWARD

Official notice

Authority: University of York

Open procedure
CPV: Investment banking services and related services (66120000)
Published contract value£206,966Exc. VAT
Contract ends 30 Nov 2027
Awarded to abrdn Capital Limited
Contract starts 14 Nov 2022

What is being bought

Published requirement 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.

Published procurement details

Procedure
Open procedure
Buyer reference
IT-104-3769-UY/PROC/844 - AWARD
Category
Services
Tender status
Complete
Award status
Active
Suitable for SMEs
Yes
Suitable for voluntary, community and social enterprises
No
Published tender value
£200,000.00
Min Value
£125,000.00
Tender deadline
Procurement method
Open
Additional classifications 1: Reference
66140000
Additional classifications 1: Scheme
CPV
Additional classifications 1: Description
Portfolio management services
Item 1: Delivery locations as published
YO10 5DD; Yorkshire and the Humber, United Kingdom

Key dates

Published dates
  1. Award decision
    14 Nov 2022
  2. Contract starts
    14 Nov 2022
  3. Notice published
    30 May 2023
  4. Contract ends
    30 Nov 2027

Contracting authority & participating public bodies

  • University of YorkContracting authority Heslington, York, North Yorkshire, YO10 5DD, United KingdomContact name, email, phone

Suppliers named on the notice

Official documents & specifications (1)

Official links; attachments are not copied

Notices published for this procedure

Source record

Source
Contracts Finder
Notice language
en
Release reference
ocds-b5fd17-c2295552-9048-45f4-99ed-7698dfc267ab-2023-05-30T18:18:37+01:00
Published
30 May 2023
Latest update
30 May 2023
Procedure reference
ocds-b5fd17-c2295552-9048-45f4-99ed-7698dfc267ab
Contract reference
ocds-b5fd17-c2295552-9048-45f4-99ed-7698dfc267ab-1