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Awarded contract

Banking and investment services

Details

Buyer
University of Exeter
Supplier(s)
Rathbone Investment Management Ltd
Value
£2,500,000
Duration
10 years
Topic
Banking and investment services
Published
1 March 2019
Source
TedNotices

Tender description

The University has appointed a single Investment Fund Manager to manage its investment fund. The University currently invests approximately 40 000 000 GBP in a multi-asset portfolio and has recently decided to review the portfolio to better incorporate ESG factors. The University is looking to implement a “best in class” ESG focussed portfolio. The mandate for the successful Investment Fund Manager is to invest around 40 000 000 GBP. There are not expected to be significant income requirements in the foreseeable future. The University’s current investment objective for the overall portfolio is to achieve an investment return of CPI+4 % p.a. over the long-term. The University has appointed a single Investment Fund Manager to manage its investment fund. An EU Restricted Procedure has been completed to procure these services. The University's key aim was to procure a 'best in class' ESG solution.

Timeline

  1. Award date8 January 2019
  2. Award published1 March 2019
    Current notice
  3. Contract expiry date16 November 2028in 2 years

About the buyer

University of Exeter is a higher education institution that runs its own procurement centrally through a dedicated Procurement Services team. Much of this procurement flows through frameworks including the Southern Universities Purchasing Consortium and the Crown Commercial Service. Catering contracts run through the separate TUCO framework. Competitive tendering, not a fixed list of approved suppliers, decides who wins the work in the end.

Over the past 5 years, most of University of Exeter's contract awards have been in construction work, IT services and laboratory and precision equipment.

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Decision makers

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