Tender notice
Investment Manager Services
Notice details
- Published
- Category
- services
- Buyer region
- Yorkshire and The Humber
- Source
- View official notice
Public buyer
Public buyer
University of YorkTender value£200,000
- Planned startAs published in the notice
- Planned endAs published in the notice
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.
Additional information: All information regarding this requirement is available at https://in-tendhost.co.uk/york/aspx/Tenders/Current.
Is a Recurrent Procurement Type? : Yes