HH052-23-HB Investment Manager/Advisor Services – Endowment Fund

A Prior Information Notice
by NHS HIGHLAND

Source
Find a Tender
Type
Future Contract (Services)
Duration
not specified
Value
188K
Sector
BUSINESS
Published
25 Sep 2023
Delivery
not specified
Deadline
n/a

Concepts

Location

Inverness

Geochart for 2 buyers and 0 suppliers

2 buyers

Description

Prior Information Notice to provide advance notification of potential forthcoming contract opportunities to provide NHS Highland and NHS Orkney with Investment Manager/Advisor Services for their Endowment Funds.

Total Quantity or Scope

It is anticipated that the scope of the services covered under the contract will include, - The provision of an Endowments Funds Investment Services for NHS Highland and NHS Orkney. - The provider shall make recommendations to the Endowment Fund Committees in relation to the most appropriate investment policies in order to achieve the Endowment Fund objectives. - The Provider shall take into account environmental, social, and governance factors into consideration when considering any investment within the Endowment Fund portfolios. - It is also expected that the Investment Manager/Advisor is a signatory to the UN Principles for Responsible Investment (UNPRI) and the UK Stewardship Code in this regard. - The Health Boards require a single Investment Manager/Advisor to implement the entire mandate.

CPV Codes

  • 66120000 - Investment banking services and related services

Indicators

Other Information

Please note, the information contained within this Prior Information Notice (PIN) is subject to change. NHS Highland and NHS Orkney are undertaking a market scoping exercise to explore if there are enough potential providers with sufficient capacity to meet the requirements set out it in this notice. If you are suitably experienced and competent in meeting the requirements, then please note your interest. In doing this it will help with determining the Health Board's route to market for their requirements. 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=745288. (SC Ref:745288)

Reference

Domains