Investment Manager

A Contract Award Notice
by UNIVERSITY OF NOTTINGHAM

Source
OJEU
Type
Contract (Services)
Duration
6 year (est.)
Value
£2M
Sector
BUSINESS
Published
30 Apr 2021
Delivery
To 30 Apr 2027 (est.)
Deadline
n/a

Concepts

Location

Nottingham

Geochart for 2 buyers and 1 suppliers

2 buyers

1 supplier

Description

The University of Nottingham wishes to undertake a review of the management of its investment portfolio. The investment portfolio constitutes the University’s permanent endowment assets and is currently valued at approximately GBP 53 000 000. In addition to the permanent endowment portfolio the University also holds a medium term investment fund which is currently valued at approximately GBP 10 000 000. Both market valuations are as at December 2019 and are expected to grow steadily overtime. There are no significant endowment assets (cash or direct property) held outside the investment portfolio.

Total Quantity or Scope

The Most Economically Advantageous Tender (MEAT) will be awarded the contract.

Award Detail

1 Schroder (London)
  • Investment Manager (endowment)
  • Num offers: 20
  • Value: £1,150,200

Award Criteria

Breakdown of quality criteria as per tender documentation 75.0
PRICE 25.0

CPV Codes

  • 66100000 - Banking and investment services
  • 66120000 - Investment banking services and related services

Indicators

  • Award on basis of price and quality.

Reference

Domains