# Investment Manager Services - AWARD

> Contract award record from UK public-sector procurement sources.

## Key facts

- Public buyer: [University of York](/buyers/university-of-york/contract-awards)
- Contract winner: abrdn Capital Limited
- Award value: £206,966
- Tender value: £200,000
- Award date: 14 November 2022
- Published: 30 May 2023
- Contract start: 7 June 2022
- Contract end: 6 June 2027
- Stage: awarded
- Procurement category: services
- Notice ID: 9bf5196f-87d6-4b1b-acff-a1d4c41c40af-649311
- OCID: ocds-b5fd17-c2295552-9048-45f4-99ed-7698dfc267ab

## 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\.

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## Source

[View the original notice on Contracts Finder](https://www.contractsfinder.service.gov.uk/Notice/9bf5196f-87d6-4b1b-acff-a1d4c41c40af-649311)