Endowment Fund Investment Manager
University of Bristol · South West
Key facts
- Estimated value
- £850,000
- Closing date
- 07 Apr 2017
- Contract starts
- 31 Aug 2017
- Contract ends
- 30 Aug 2027
- Procedure
- Restricted procedure
- Buyer type
- Education
Description
Following a review of the University's Endowment Investment Policy, the University of Bristol has decided to seek tenders from specialist managers for the management of its endowment portfolio which has a value of approximately £60M.
Potential managers of the portfolio would be expected to invest in line with best practice in terms of corporate governance and the University's Endowment Investment Policy.
The University places a premium on the service it receives from its suppliers and the managers of the portfolio would be expected to provide a high quality of service and develop a close working relationship with the University.
Potential managers of the portfolio would be expected to have experience of managing funds from charities.
The initial contract period is 5 years plus up to another 5 years if the options to extend are exercised.
The "Lowest/Actual Value" referred to in the Summary Information is estimated on the basis of the minimum contract period of 5 years.
Additional information: https://tenders.bris.ac.uk
Categories (CPV)
- 66140000 Portfolio management services
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