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.

Timeline

Published Date :

18th Nov 2019 5 years ago

Deadline :

N/A

Tender Awarded :

1 Supplier

Awarded date :

23rd Aug 2019

Contract Start :

N/A

Contract End :

N/A

Tender Regions

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Workflows

Status :

Awarded

Assign to :

Tender Progress :

0%

Details

Notice Type :

Open opportunity

Tender Identifier :

IT-378-246-T: 2024 - 001

TenderBase ID :

310724019

Low Value :

£100K

High Value :

£1000K

Region :

North Region

Attachments :

Buyer Information

Address :

Liverpool Merseyside , Merseyside , L13 0BQ

Website :

N/A

Procurement Contact

Name :

Tina Smith

Designation :

Chief Executive Officer

Phone :

0151 252 3243

Email :

tina.smith@shared-ed.ac.uk

Possible Competitors

1 Possible Competitors