Contract for Investment Manager for Endowment Funds
University of Reading · South East
Key facts
- Estimated value
- £4
- Closing date
- 26 Sep 2019
- Contract starts
- 06 Jan 2020
- Contract ends
- 06 Jan 2030
- Procedure
- Restricted procedure (above threshold)
- Buyer type
- Education
Description
The University of Reading has a number of endowment assets held across a variety of classes, including agricultural land and investment properties, as well as more traditional endowment funds. The total amount held within these endowment funds (mainly equities and bonds) totalled £122.8m at 31 July 2019.
The University of Reading and its associated Trusts and subsidiaries (the \"University Group\"), will appoint the Bidder who can manage the £120m+ of endowment portfolios as currently constituted, but with the capacity and expertise to expand the remit if required to include other classes of asset (such as private equity and infrastructure assets).
This tender is for Investment Manager only, but the University is also interested in certain additional services. This is investment advice on a wider portfolio of assets. To this end, a second optional section and series of questions has been included. This section is not compulsory, but should prospective managers answer these questions they will carry an overall weighting of 10% in the final scoring. This is the additional value that the University places on these investment advisor services. However, the University does not want to dissuade interest from those only looking to manage the core endowment funds portfolio, and therefore the weighting of 90% reflects the fact that this is the key focus of the tender.
Additional information: 3. All submissions in respect of this Selection Questionnaire should be made by uploading documents using the same e-tendering systems where documents were downloaded: https://in-tendhost.co.uk/theuniversityofreading/ 4. Multiple documents can be uploaded. There is an individual file size restriction of 20 Megabytes per upload on this website but there may also be limits at the sending site. 5. Submissions sent by any other means or to any other party or University Department will be rejected. 6. The deadline for our receipt of documents through the e-tendering website is 12 noon on 26th September 2019 . The site will lock out any attempted upload after this time. Documents can be uploaded in parts and at any time in advance of this deadline. Large files may take some time to upload. Technical problems will not be deemed to be a justifiable reason to consider your bid if submitted late. We do not take responsibility for failure to upload successfully due to speed of, or failure of, internet connection or related functions. You are strongly advised to begin uploading, or to contact us if you are experiencing any problem, well in advance of the deadline time.
Is a Recurrent Procurement Type? : No
Categories (CPV)
- 66100000 Banking and investment services
Similar open tenders
Digital Marketplace
Location: Yorkshire and the HumberBuyer: Yorkshire Purchasing Organisation
Open tenderCloses 6 Nov, 20261 dayValue £800.00mSource Find a TenderYPO are looking for a Provider to be appointed onto a Framework Agreement for the provision of a Digital Marketplace. The Framework is designed to meet the needs of all public sector organisations which includes YPO’s internal requirements. This Framework is designed to meet the needs of YPO and Other Contracting Autho
Fair Value & Expected Credit Loss
Location: West MidlandsBuyer: Warwickshire County Council
Open tenderCloses 27 Nov, 202622 daysValue £160.00kSource Find a TenderWarwickshire County Council (the Council) is seeking a single provider to produce annual reports detailing the fair value and expected credit loss of relevant non-treasury investments. Where deemed material, these valuations will be included in the Council's Annual Statement of Accounts. The maximum contract value ove
The Provision of Work Planning Software Application [642]
Location: IrelandBuyer: Commission for Regulation of Utilities
Open tenderCloses 30 Nov, 202625 daysValue €210.00KSource TEDThe CRU prepares a Strategic Plan on a three-year cycle and develops annual Work Plans to support delivery of its priorities, objectives and outcomes. Progress is monitored quarterly through Work Plan review reports and monthly through Focus Area Reports for selected highpriority programmes, projects and organisational
Insurance brokerage and associated services III
Location: Yorkshire and the HumberBuyer: Yorkshire Purchasing Organisation
Open tenderCloses 14 Dec, 202639 daysValue £10.00mSource Find a TenderYPO as the lead authority, together with collaborating authorities ESPO and NEPO, are seeking to establish a compliant route to market for the provision of insurance brokerage and associated services, for use across the whole public sector. YPO is managing this procurement process in accordance with the Procurement Act
York College - Provision of EV Cars Salary Sacrifice Scheme
Location: Yorkshire and the HumberBuyer: York College
Open tenderCloses 27 Nov, 202622 daysValue £4.00mSource Find a TenderYork College wishes to appoint a single supplier to deliver a fully managed Electric Vehicle (EV) Salary Sacrifice Scheme for eligible employees. The College's objectives are to: • Support net zero and sustainability commitments. • Enhance employee benefits, wellbeing, recruitment and retention. • Provide employees wit
LEGO299 End-to-End Reporting, Budgeting, Forecasting and Financial Reporting Solution
Location: West MidlandsBuyer: The Office for Legal Complaints
Open tenderCloses 30 Nov, 202625 daysValue £100.00kSource Find a TenderA fit-for-purpose budgeting, forecasting and financial reporting solution that automates LeO's existing Finance processes, integrates with relevant source systems and can be operated by Finance following implementation.