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.