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| Source: | Contracts Finder |
| Notice Type: | Award update |
| Buyer: | University of York |
| Main Category: | Services |
| Procurement Method: | Open procedure |
| Tender Status: | Closed |
| Estimated Value (ex. VAT): | £125,000 |
| Release Date: | 30 May 2023 |
| Application Deadline: | 25 March 2022 |
| Contract Start Date: | 14 November 2022 |
| Contract End Date: |
All 2 notices for this procurement, oldest first.
Investment Manager Services - AWARD
Investment Manager Services - AWARD
Earlier notices predate the Procurement Act 2023 (commenced 24 Feb 2025) and therefore don't carry UK1–UK17 codes.
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Awarded to
| Award value: | £206,966 |
| Award decision date: | 14 November 2022 |
| Award status: | Active |
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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Application Deadline
25 March 2022
Closed
Estimated Value
£125,000
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| Contract Duration: | 5.1 years |
| Procurement ID (OCID): | ocds-b5fd17-c2295552-9048-45f4-99ed-7698dfc267ab |
| Notice Reference: | 9bf5196f-87d6-4b1b-acff-a1d4c41c40af-649326 |