Investment Fund Manager Tender – Exeter
The University is looking to appoint a single Investment Fund Manager to manage its investment fund.
United Kingdom-Exeter: Banking and investment services
2018/S 162-370580
Contract notice
Services
Directive 2014/24/EU
Section I: Contracting authority
I.1)Name and addresses
RC000653
Northcote House
Exeter
EX4 4QH
United Kingdom
Contact person: Dave Burchill
Telephone: +44 11111111
E-mail: d.burchill@exeter.ac.uk
NUTS code: UKKInternet address(es):Main address: http://www.exeter.ac.uk
Address of the buyer profile: https://uk.eu-supply.com/ctm/Company/CompanyInformation/Index/53042
I.3)Communication
I.4)Type of the contracting authority
I.5)Main activity
Section II: Object
II.1.1)Title:
Investment Fund Manager
II.1.2)Main CPV code
II.1.3)Type of contract
II.1.4)Short description:
The University is looking to appoint a single Investment Fund Manager to manage its investment fund.
The University currently invests approximately 40 000 000 GBP in a multi-asset portfolio and has recently decided to review the portfolio to better incorporate ESG factors. The University is looking to implement a “best in class” ESG focussed portfolio.
The mandate for the successful Investment Fund Manager would be to invest around 40 000 000 GBP. There are not expected to be significant income requirements in the foreseeable future.
The University’s current investment objective for the overall portfolio is to achieve an investment return of CPI + 4 % pa over the long-term.
II.1.5)Estimated total value
II.1.6)Information about lots
II.2.2)Additional CPV code(s)
II.2.3)Place of performance
II.2.4)Description of the procurement:
The University is looking to appoint a single Investment Fund Manager to manage its investment fund.
It will run an EU Restricted Procedure to complete this exercise. The University’s key aim, using the award criteria in the Procurement documents is to procure a “best in class” ESG solution.
II.2.5)Award criteria
II.2.6)Estimated value
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
II.2.9)Information about the limits on the number of candidates to be invited
II.2.10)Information about variants
II.2.11)Information about options
II.2.13)Information about European Union funds
Section III: Legal, economic, financial and technical information
III.1.1)Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
Please refer to Procurement Documents
III.1.2)Economic and financial standing
III.1.3)Technical and professional ability
III.2.2)Contract performance conditions:
Please refer to Procurement Documents
Section IV: Procedure
IV.1.1)Type of procedure
IV.1.8)Information about the Government Procurement Agreement (GPA)
IV.2.2)Time limit for receipt of tenders or requests to participate
IV.2.4)Languages in which tenders or requests to participate may be submitted:
IV.2.6)Minimum time frame during which the tenderer must maintain the tender
Section VI: Complementary information
VI.1)Information about recurrence
2028
VI.2)Information about electronic workflows
VI.4.1)Review body
London
United Kingdom
VI.5)Date of dispatch of this notice: