Financial and insurance services | Tenderlake

Financial and insurance services

Contract Value:
GBP 250K - 250K
Notice Type:
Contract award notice
Published Date:
20 December 2021
Closing Date:
Location(s):
UKF21 Leicester (UK UNITED KINGDOM)
Description:
Investment Strategy and Management of Cash and Endowments

The University invites tenders from Investment advisors to create, implement and manage an Investment Strategy for Cash and Endowments.The initial requirement is for the creation of a DMU Investment Strategy, this is expected to commence immediately following contract award with a firm completion date for the initial strategy by the 15 May 2019. This strategy will then be presented for approval at the Finance and Human Resources Committee on the 20 June 2019. After the Investment Strategy is approved, the Investment Advisor will be responsible for implementation of the Investment strategy through suitable Investment Managers and ensuring the on-going review and management of investment arrangements. The procurement documents are available for unrestricted and full direct access, free of charge, at: https://in-tendhost.co.uk/demontfort/aspx/Home

To appoint a suitably-qualified Investment Advisor to create, implement and manage an Investment Strategy for Cash & Endowments for the university.

Awarded to:
Investment Strategy & Management of Cash and Endowments Tender
JP Morgan Chase & Co., London (UK)
Download full details as .pdf
The Buyer:
De Montfort University
CPV Code(s):
66000000 - Financial and insurance services
66100000 - Banking and investment services
66120000 - Investment banking services and related services