Awarded
Provision of Investment Consultancy and Investment Performance Monitoring and Reporting Services — U
Descriptions
Investment advice: the provision of quarterly investment reviews/reports of the performance of the University’s University Investment Fund and Long Term Endowment Fund.Attendance at quarterly investment sub committee meetings to review all aspects of investment performance and asset allocation relating to the University Investment Fund and Long Term Endowment Fund. Ad-hoc meetings may also be required with University management. Investment advice also required which is further detailed within the tender documentation.Performance and risk management: quarterly investment reports are also required to include performance analysis/measurement information. Performance analysis will be driven by data received from external investment managers. Performance should be graphically displayed and include narrative summary and a breakdown by factors. Performance should be reconciled to managers' performance data before being provided to the University.
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Possible Competitors
1 Possible Competitors