HH052-23-HB Investment Manager Services – Endowment Fund
A Contract Award Notice
by NHS HIGHLAND
- Source
- Find a Tender
- Type
- Contract (Services)
- Duration
- 4 year (est.)
- Value
- £188K
- Sector
- BUSINESS
- Published
- 02 Apr 2024
- Delivery
- 01 Apr 2024 to 31 Mar 2028 (est.)
- Deadline
- n/a
Concepts
Location
Inverness
3 buyers
- NHS Highland Inverness
- NHS Orkney Kirkwall
1 supplier
- Adam & Company Wealth Management Edinburgh
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
Award Detail
| 1 | Adam & Company Wealth Management (Edinburgh)
|
Award Criteria
| Quality | 60.0 |
| PRICE | 40.0 |
CPV Codes
- 66120000 - Investment banking services and related services
Indicators
- Award on basis of price.
Other Information
(SC Ref:762569)
Reference
- FTS 010498-2024