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Official procurement procedure

Investment Manager Services

Investment banking services and related services
Yorkshire & Humber (UKE21)
Published value
Not published
Submission deadline Not published
Lots published1
Procurement Executive Summary
AI & Search Synopsis
Generated from official OCDS record
Tenderline Synopsis: University of York: "Investment Manager Services". Published status: complete. Published value: Value not published. 1 published lot. Submission deadline not published. See the official notice for participation instructions.
Contracting AuthorityUniversity of YorkScope & CategoriesNot publishedSubmission Window
complete
No deadline published
Submission GatewayDirect notice routeLegal Basis & RegimeStandard procurementEstimated Value (exc. VAT)Not published
Bidder Intelligence · Authority Profile: University of York
Market Analytics
View Authority Profile →
Derived from OCDS awards & bid statistics
Published history for University of York. These figures describe retained records, not a forecast of bids or a measure of buyer bias.
Published-to-award variance
Not availableInsufficient comparable data
Requires at least 5 comparable procedures
Competition Density
5Bids / Report
11.1% of reports have one bid
Supplier ConcentrationNo estimate
Insufficient attributable awardsNo concentration estimate available
Payment Terms
Check noticePublished terms
Payment obligations depend on the applicable regime and contract. Consult the official documents.
Coverage: 9 active published awards; 9 bid reports (which may be per lot). Supplier values exclude multi-supplier awards, frameworks and DPS, and use GBP only. They are published award values, not payments. Published-to-award variance compares single-lot, single-award, single-supplier GBP procedures with explicitly non-framework/non-DPS status; increases remain in the average. Unpublished data stays unknown. Awarded suppliers are winners, not all bidders.
Procedure terms
Contracting AuthorityUniversity of York
Procedure methodNot published
Procurement categoryNot published
Statuscomplete
Framework / DPSNot published
CompetitionNot published
Above thresholdNot published
Legal basisNot published
Tender period startsNot published
Clarification deadlineNot published
Electronic submissionNot published
Submission languagesNot published
Published30 May 2023, 18:25 BST
Last source update30 May 2023, 18:25 BST
Recurring procurementNot published
ClassificationInvestment banking services and related services
Delivery area
Yorkshire & Humber (UKE21)
OCIDocds-h6vhtk-031a6c
What is being bought
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 insightFurther details can be found in the invitation to tender documents.
What changed
From the official release history
  1. tender value changed
    30 May 2023, 18:25 BST
  2. Status changed to complete
    30 May 2023, 18:25 BST
  3. Official notice release published
    30 May 2023, 18:25 BST
  4. Submission deadline changed to published date
    30 May 2023, 18:25 BST
  5. Published value updated to £200,000
    23 Feb 2022, 14:51 GMT
  6. Status changed to active
    23 Feb 2022, 14:51 GMT
  7. Official notice release published
    23 Feb 2022, 14:51 GMT
  8. Submission deadline changed to 25 Mar 2022, 12:00 GMT
    23 Feb 2022, 14:51 GMT
  9. Buyer information updated
    23 Feb 2022, 14:51 GMT
Lots and requirements (1)
Published by the contracting authority
  • Lot 1 · #1
    Individual lot title not published
    cancelled
    Published valueNot published
    As stated in II.1.4
    Contract periodNot published
    EligibilityNot published
    Options / renewalNot published
Timeline
  1. Procedure published
    30 May 2023, 18:25 BST
  2. Award active
    Not published · Not published
  3. Contract active
    Signed 14 Nov 2022, 00:00 GMT · £206,966
Commercial outcome and competition
Awards
abrdn Capital Limited
Not published · Not published · active
Contracts
Investment Manager Services
£206,966 · signed 14 Nov 2022, 00:00 GMT · active
Bid statistics
bids: 15 (lot 1)
electronicBids: 15 (lot 1)
foreignBidsFromEU: 0 (lot 1)
foreignBidsFromNonEU: 15 (lot 1)
smeBids: 3 (lot 1)
Buyer and organisations in this procedure

University of York

Contracting authority GB-FTS-10197
View buyer profile

  • University of York
    buyer

    Heslington, York, UKE21, YO10 5DD
    donna.lyon@york.ac.uk
    +44 1904328207

  • University of York
    reviewBody

    York

  • abrdn Capital Limited
    supplier

    London, UKI
Documents (0)
Official links; attachments are not copied
No data
No linked documents are published
Related procedures (0)
No data
No related procedures published