# National Heritage Memorial Fund Investment Manager

> Tender notice from UK public-sector procurement sources.

## Key facts

- Public buyer: [National Heritage Memorial Fund](/buyers/national-heritage-memorial-fund/contract-awards)
- Published: 18 November 2016
- Planned start: 31 October 2016
- Planned end: 31 October 2021
- Stage: open_tender
- Procurement category: services
- Notice ID: 4b3fbf6b-f37c-4843-b2ef-b7967f09554b-93308
- OCID: ocds-b5fd17-893ce1ab-adc9-11e6-9901-0019b9f3037b

## Description

The National Heritage Memorial Fund is seeking to appoint an investment manager to manage its investment portfolio \(the NHMF Endowment Fund\)\. The NHMF Endowment Fund is worth approximately £39M as at 31 March 2016\. These funds are currently managed by Cazenove Capital Management as part of the Schroders Charity Multi-Asset Fund\. The NHMF is required to review the investment management arrangement every few years and would appreciate your organisation providing information about the costs and benefits of your investment management services\. The winning bidder will manage the investments on a discretionary basis and the manager’s performance will be overseen and monitored by a panel consisting of three independent investment experts who support the NHMF Trustees\.

## Related contract awards

- [STRATEGY DEVELOPMENT RESEARCH](/contracts/ocds-b5fd17-6971c9b6-4b46-4817-a507-7ef6fdca3ab1): National Heritage Memorial Fund
- [Engagement advice and support for organisations based in Northern Ireland developing applications to the Heritage Fund\.](/contracts/ocds-b5fd17-8be2d934-36c3-451b-8c54-1dd7cac57ed8): National Heritage Memorial Fund
- [HERITAGE AND PLACE RESEARCH](/contracts/ocds-b5fd17-affb85bc-7cf3-4ea8-a837-c0114558b6af): National Heritage Memorial Fund

## Source

[View the original notice on Contracts Finder](https://www.contractsfinder.service.gov.uk/Notice/4b3fbf6b-f37c-4843-b2ef-b7967f09554b-93308)