Provision of Investment Management Services ( Charitable Funds)
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.
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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- OCID
- 9186380b-ef61-4a08-a050-67e6ee33ea4b
- Stage
- contract · Contract
- Source
- Contracts Finder
- Buyer ref
- WHPC00079 Rev 4.
Contains public sector information licensed under the Open Government Licence v3.0. Source data © Crown copyright.
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