Contract award record
Investment Manager Services - AWARD
Tender value £200,000
Notice details
- Published
- Category
- services
- Buyer region
- Yorkshire and The Humber
- Source
- View official notice
Public buyer and contract winner
Award value£206,966
- StartCurrent phase
- AwardedCompleted
- EndUpcoming
Work 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.