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award fts 66120000

Investment Manager Services

University of York

Value
Not stated
Closing date
—
Published
30 May 2023
Status
complete
Region
UKE21
Postcode
YO10 5DD
Category
services
CPV
66120000 — Investment banking services and related services

Description

The University of York is pleased to invite tenders from FCA authorised firms for the provision of discretionary investment management services for an initial contract term of 5 years. The University's investment portfolio currently contains permanent endowment assets valued at approximately £7.3m. The services we require as a minimum are: - Suitable investment strategy and allocation advice- Portfolio management and reporting- Account management and market insightFurther details can be found in the invitation to tender documents.

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