Investment banking services and related services | Tenderlake

Investment banking services and related services

Contract Value:
-
Notice Type:
Contract award notice
Published Date:
02 April 2024
Closing Date:
Location(s):
UKM6 Highlands and Islands (UK UNITED KINGDOM)
Description:
HH052-23-HB Investment Manager Services – Endowment Fund

NHS Highland and NHS Orkney Health Boards require the provision of Investment Manager Services for their Endowment Funds.

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

Awarded to:
Adam & Company Wealth Management, Edinburgh (UK)
Download full details as .pdf
The Buyer:
NHS Highland
CPV Code(s):
66120000 - Investment banking services and related services