RFP QuestBeta
Awarded · ResultStage · contract

University of York

Investment Manager Services - AWARD

Financial ServicesCPV 66120000 66140000
Value£207k
Awarded25 Mar 2022
Published30 May 2023
RegionYorkshire and the Humber
Outcome — awarded

This is a contract result notice, not an open opportunity. Details from the official award data.

Contract value in context
£207ktotal contract value
median £150k
this tender£0£4.7m

This sits in the upper-middle of the Financial & Insurance Services band — a substantial contract for the sector. Based on 8,013 valued Financial & Insurance Services tenders in our corpus.

The brief

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.

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Source & provenance
OCID
9bf5196f-87d6-4b1b-acff-a1d4c41c40af
Stage
contract · Contract
Source
Contracts Finder
Buyer ref
IT-104-3769-UY/PROC/844 - AWARD
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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