RFP QuestBeta
ClosedStage · contract

Walsall Healthcare NHS Trust

Provision of Investment Management Services ( Charitable Funds)

Financial ServicesCPV 66000000 66100000
Value£30k
Deadline30 Oct 2020
Published15 Oct 2020
RegionWest Midlands
Timeline
Published 15 Oct 2020ClosedCloses 30 Oct 2020
Contract value in context
£30ktotal contract value
median £150k
this tender£0£4.7m

This sits below the typical range for Financial & Insurance Services contracts — a smaller, more accessible award. Based on 8,013 valued Financial & Insurance Services tenders in our corpus.

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The brief

The basis of the contract will include: o Investment management services for the Trust's charitable funds o The creation of a sufficient financial return to enable the Charity to carry out its purposes effectively and without interruption. o The maintenance and enhancement of the investment funds whilst they are invested. o To obtain a reasonable balance between capital growth and income so that the Charity can meet future as well as current needs. o To avoid investments with undue risk.

The Trust intends to award to a single provider but reserves the right to award to more than one provider if appropriate.

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Source & provenance
OCID
9186380b-ef61-4a08-a050-67e6ee33ea4b
Stage
contract · Contract
Source
Contracts Finder
Buyer ref
WHPC00079 Rev 4.
View the original notice on Contracts Finder

Contains public sector information licensed under the Open Government Licence v3.0. Source data © Crown copyright.

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