Investment Advisor
Key facts
- Closing date
- 27 Jul 2018
- Contract starts
- 30 Sep 2018
- Contract ends
- 01 Oct 2021
- Procedure
- Open procedure (below threshold)
- Buyer type
- Other public body
Description
Doncaster and Bassetlaw Hospitals NHS Foundation Trust Charitable Fund (Registered Charity No. 1057917) was registered with the Charity Commission in April 2001 to hold funds for: -
\"Any charitable purpose or purposes relating to the National Health Service wholly or mainly for the service provided by Doncaster and Bassetlaw Hospitals NHS Trust.\"
Under this \"Umbrella Charity\" there are over 180 individual funds administered by the Finance Department and overseen by the Trust's Charitable Funds Committee.
As a registered Charity, trust funds are subject to the provisions of the Charities Acts 1993, as amended by the Charities Act 2011. The majority of trust funds are classified in law as Unrestricted Designated Funds of the main Umbrella Charity and do not require separate notification to the Charity Commission. However, where there is written evidence that a fund is held for a special purpose of the Umbrella Charity, details of this \"Special Trust\" are included in the Umbrella's registered particulars.
As stated above Doncaster and Bassetlaw Teaching Hospitals NHS Foundation Trust is the legal corporate trustee of the Charity which means that whilst the Board members are responsible for the administration of the funds, they are not individually trustees of the Charity. A number of the powers of the Foundation Trust as Trustee have been delegated to the Trust's Charitable Funds Committee.
Many of the donations and legacies received by the Charity are not spent immediately, as they need to be accumulated to fund the most appropriate purchases to improve patient care. Therefore, in order to obtain the best return on its reserves, the Charity invests in the unused funds in the stock market. For this reason, an investment manager is required to manage these investments.
Risk Appetite
The investment manager is required to manage these investments with a view to maximising the return to the Charity whilst minimising the risk. The Charity's risk appetite should be considered as 'MEDIUM'. One of the key tasks for the successful supplier will be to work with the Charity to revise and refine this assessment.
Additional information: Procurement's e-tendering portal "In-tend" is live under our "Working Together NHS" banner! If you are a supplier who wishes to register please visit https://in-tendhost.co.uk/workingtogethernhs/aspx/home. If you encounter any difficulties whilst using the portal you can contact the Support Team on 0844 272 8810 or by emailing [email protected].
Is a Recurrent Procurement Type? : Yes
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