HH052-23-HB Investment Manager Services – Endowment Fund
Details
- Buyer
- NHS Highland
- Supplier(s)
- Adam & Company Wealth Management
- Value
- £188,000
- Topic
- Investment banking services and related services
- Published
- 2 April 2024
Tender description
NHS Highland and NHS Orkney Health Boards require the provision of Investment Manager Services for their Endowment Funds. Lot 1: It is anticipated that the scope of the services covered under the contract will include, - The provision of an Endowments Funds Investment Services for NHS Highland and NHS Orkney. - The provider shall make recommendations to the Endowment Fund Committees in relation to the most appropriate investment policies in order to achieve the Endowment Fund objectives. - The Provider shall take into account environmental, social, and governance factors into consideration when considering any investment within the Endowment Fund portfolios. - It is also expected that the Investment Manager is a signatory to the UN Principles for Responsible Investment (UNPRI) and the UK Stewardship Code in this regard. - The Health Boards require a single Investment Manager to implement the entire mandate
Timeline
- Completed: Award date18 March 2024
- Completed: Award published2 April 2024Current notice
About the buyer
NHS Highland is the health board serving the Highland and Argyll and Bute partnership areas, and buys as an NHS trust with its own procurement team. Two integrated partnerships, covering Highland and Argyll and Bute, commission services on the board's behalf. Scotland's Procurement and Commercial Improvement Programme has rated the board's procurement function A+, its top mark.
Over the past 5 years, most of NHS Highland's contract awards have been in health and social work, IT services and software and information systems.
Decision makers
Connect with the people behind this procurement.
| Contact name | Job title | Phone number | Work email |
|---|---|---|---|
| Head of Procurement | +44 •••• •••••• | ••••••••@nhs-highland.gov | |
| Commercial Director | +44 •••• •••••• | ••••••••@nhs-highland.gov | |
| Procurement Manager | +44 •••• •••••• | ••••••••@nhs-highland.gov | |
| Category Lead | +44 •••• •••••• | ••••••••@nhs-highland.gov | |
| Senior Buyer | +44 •••• •••••• | ••••••••@nhs-highland.gov | |
| Contracts Manager | +44 •••• •••••• | ••••••••@nhs-highland.gov |
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