Live Opportunity

Preliminary Data

Type of contract: Services
Procedure: Restricted

Contact information

Official name: University of Exeter
Url: www.exeter.ac.uk
Address line 1: Northcote House
Town: Exeter
Postal Code: EX4 4QH
Country: England
Contact person: Dave Burchill
E-mail: d.burchill@exeter.ac.uk
Phone: +44 11111111

Contract information

Title attributed to the contract: Investment Fund Manager
Description:

Investment Fund Manager

Common procurement vocabulary (CPV)
66100000   Banking and investment services

Dates
Expire date: 16/09/2018
Contract start date: 01/01/2019
Contract end date: 31/12/2028

Values
Lowest value: 400000
Highest value: 25000000

Complementary information

Is this suitable for SME (Small and Medium Enterprises)?:
Is this suitable for VCSE (Voluntary Community and Social Enterprise)?:

Region(s)
South West

Additional Details

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AnnexD

The University currently invests approximately £40m 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 University is seeking to appoint one manager to manage the assets, and therefore the mandate would be to invest around £40m. There are not expected to be significant income requirements over the next few years.
The University’s current investment objective for the overall portfolio is to achieve an investment return of CPI+4% p.a. over the long-term