HH052-23-HB Investment Manager Services – Endowment Fund

Concepts

• investment banking
• kirkwall
• inverness

Location

Highlands and Islands:

Description

NHS Highland and NHS Orkney Health Boards require the provision of Investment Manager 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 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 to implement the entire mandate

Renewal Options

Contract period is for two years with an option to extend for a further 24 months.

Award Criteria

CPV Codes

• 66120000 - Investment banking services and related services

Indicators

• This is a recurring contract.
• Renewals are available.
• Financial restrictions apply.
• Professional qualifications are sought.
• Staff qualifications are relevant.
• Technical restrictions apply.

Other Information

** PREVIEW NOTICE, please check Find a Tender for full details. ** The Invitation to Participate and Specification can be found within the Attachments area within PCS-T. The buyer is using PCS-Tender to conduct this PQQ exercise. The Project code is 25300. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2343 (SC Ref:745998)