Management of Endowment Portfolio

Concepts

• portfolio management
• dundee
• uod
• university of dundee
• investment portfolio
• endowment portfolio funds
• management of endowment portfolio
• fossil fuel
• esg

Location

Dundee

Description

The University of Dundee (UoD) would like to engage a suitably qualified provider to manage their Endowment Portfolio Funds.

Total Quantity or Scope

Following a decision to fully divest from fossil fuel and to move our investment portfolio into an ESG focused strategy, The University of Dundee (UoD) would like to engage a suitably qualified provider to manage their Endowment Portfolio Funds in line with the key objectives outlined in the PQQ documentation.

Renewal Options

This will be a 6-year term contract, the initial duration will be 4 years and there will be two further consecutive 12 months extension options.

CPV Codes

• 66140000 - Portfolio management services

Indicators

• This is a recurring contract.
• Renewals are available.
• Professional qualifications are sought.

Other Information

** PREVIEW NOTICE, please check Find a Tender for full details. ** Clarification questions relating to this PQQ must be submitted anonymously via the Public Contracts Scotland (PCS) Q&A message board associated with this ITT. Please note that the responses to any clarifications raised during the tendering period will be circulated to all interested parties. All interested parties shall receive an email notification of any questions(s) and relevant answers(s). To maintain confidentiality of the source of any questions, bidders are advised not to include any personal company information within the body of any question submitted on the Public Contracts Scotland Web Portal. Bidders are required to provide all of the information requested within their PQQ submission and failure to provide this information may result in a bidder's submission being given no further consideration. NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=722660. The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx. Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems. (SC Ref:722660) Download the ESPD document here: https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=722660