Portfolio management services
Details
- Supplier(s)
- Rathbone Investment Management Ltd
- Value
- £2,774,259
- Duration
- 10 years
- Topic
- Banking and investment services
- Published
- 22 September 2017
- Source
- TedNotices
Tender description
Investment management of the University of Bristol endowment portfolio. Following a review of the University's Endowment Investment Policy, the University of Bristol decided to seek tenders from specialist managers for the management of its endowment portfolio which has a value of approximately 60 000 000 GBP. The portfolio will be invested in line with best practice in terms of corporate governance and the University's Endowment Investment Policy.
Timeline
- Completed: Award date7 August 2017
- Completed: Award published22 September 2017Current notice
- Next: Contract expiry date16 June 2027in 7 months
About the buyer
University of Bristol is a higher education institution that buys through its own procurement team. Much of this procurement flows through frameworks from the Southern Universities Purchasing Consortium and the Crown Commercial Service. Category teams advise faculties and divisions on purchases before tenders are issued. Tenders are issued directly when no suitable framework applies. The procurement team is an active member of the Higher Education Procurement Association.
Over the past 5 years, most of University of Bristol's contract awards have been in laboratory and precision equipment, transport equipment and architectural and engineering services.
Decision makers
Connect with the people behind this procurement.
| Contact name | Job title | Phone number | Work email |
|---|---|---|---|
| Head of Procurement | +44 •••• •••••• | ••••••••@university-of-bristol.gov | |
| Commercial Director | +44 •••• •••••• | ••••••••@university-of-bristol.gov | |
| Procurement Manager | +44 •••• •••••• | ••••••••@university-of-bristol.gov | |
| Category Lead | +44 •••• •••••• | ••••••••@university-of-bristol.gov | |
| Senior Buyer | +44 •••• •••••• | ••••••••@university-of-bristol.gov | |
| Contracts Manager | +44 •••• •••••• | ••••••••@university-of-bristol.gov |
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