# Investment Manager Services

> Tender notice from UK public-sector procurement sources.

## Key facts

- Public buyer: [University of York](/buyers/university-of-york/contract-awards)
- Tender value: £200,000
- Published: 23 February 2022
- Planned start: 7 June 2022
- Planned end: 6 June 2027
- Stage: open_tender
- Procurement category: services
- Notice ID: 1c71ddc6-9a72-400c-beda-ec89df703be4-512888
- OCID: ocds-b5fd17-72edb1d3-f236-4a4a-8963-c117399c1780

## 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

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- [Insurance Brokerage and Associated Support Services](/contracts/ocds-b5fd17-46177f8d-7819-43b5-81ec-6864e806700e): UNIVERSITY OF YORK
- [University of York - HR Transformation Partner](/contracts/ocds-b5fd17-285fd988-8a81-4bad-a436-caaafb179b59): UNIVERSITY OF YORK

## Source

[View the original notice on Contracts Finder](https://www.contractsfinder.service.gov.uk/Notice/1c71ddc6-9a72-400c-beda-ec89df703be4-512888)