# Investment Strategy & Management of Cash and Endowments

> Tender notice from UK public-sector procurement sources.

## Key facts

- Public buyer: [De Montfort University](/buyers/de-montfort-university/contract-awards)
- Tender value: £300,000
- Published: 17 December 2018
- Planned start: 11 March 2019
- Planned end: 10 March 2024
- Stage: open_tender
- Procurement category: services
- Notice ID: cf036eca-7bbd-4c0b-bdc1-72ed8f6b41b5-259486
- OCID: ocds-b5fd17-03b9e758-742d-478c-876b-ba4441d7f495

## Description

The University invites tenders from Investment advisors to create, implement and manage an Investment Strategy for Cash & Endowments\. The initial requirement is for the creation of a DMU Investment Strategy, this is expected to commence immediately following contract award with a firm completion date for the initial strategy by the 15 May 2019\. This strategy will then be presented for approval at the Finance and Human Resources Committee on the 20 June 2019\. After the Investment Strategy is approved, the Investment Advisor will be responsible for implementation of the Investment strategy through suitable Investment Managers and ensuring the on-going review and management of investment arrangements\. Additional information: Is a Recurrent Procurement Type? : No

## Related contract awards

- [247300 Provision of Health Care Personnel Uniforms, at De Montfort University, Leicester - AWARD](/contracts/ocds-b5fd17-68cc6a33-a3f1-4ea1-897e-1022fe8ebd5a): De Montfort University
- [Attendance Monitoring System](/contracts/ocds-b5fd17-17ebde41-fd6a-4d45-abb1-28adffbeca96): DE MONTFORT UNIVERSITY
- [Additional SAP Resource](/contracts/ocds-b5fd17-2941729b-ecb6-424e-bcc4-23622ecfea07): DE MONTFORT UNIVERSITY

## Source

[View the original notice on Contracts Finder](https://www.contractsfinder.service.gov.uk/Notice/cf036eca-7bbd-4c0b-bdc1-72ed8f6b41b5-259486)