Investment Advisory Services

Complete

Buyers

Value

£450,000

Classifications

Banking and investment services
Financial consultancy, financial transaction processing and clearing-house services

Tags

tender

Submission Deadline

3 years ago

Published

3 years ago

Description

The University seeks to engage a professional Investment advisor to assist the Investments Committee and staff in undertaking the duties delegated to it as outlined in its Terms of Reference for a 48 month period .
Aberystwyth University currently has 159 Endowment Funds with a capital value of 40.4m. New funds are created almost annually whilst some of the original funds date back to the very inception of the University.  The Endowment funds have primarily been created via a mixture of donations and bequests with the vast majority having specific conditions attached to their use.
Revenue is currently used for a variety of purposes such as Scholarships, Bursaries, and Prizes for students, as well as assisting staff with their work and research through grants and awards. Over the years the Endowment Funds have also contributed towards other institutional goals such as the purchase of land, buildings, and equipment.

Documents

Premium

Bypass the hassle of outdated portals. Get all the information you need right here, right now.

Contract Agreement

The official contract terms, conditions, and scopes of work.

Download
Award Notice

Details on the tender award and selected suppliers.

Download

Similar Contracts

Open

Payment Management Systems

Payment Management Systems - ITT

Published 19 hours ago

Open

Business Management Consultancy

Southern Water Services are seeking to establish a framework panel whom have the expertise to support the companies ambitions. SWS are seeking business management consultancy & related professional services expertise in, but not limited to: Regulatory Advice, Regulatory Economic Advisory and Modelling, Procurement and Commercial, General Tax, Financial Services, Strategy & Change All services provided under this framework agreement are to be structured in a manner that is outside the scope of IR35 legislation. The service providers remain responsible for compliance with all relevant tax and employment regulations SWS will retain the right to compete work outside the pool of pre-qualified service providers (via Procurement Act 2023 process or otherwise) in its discretion (e.g. where the pre-qualified service providers do not have specialist capability to deliver the consultancy services required by SWS or the price secured within the pool is not judged by SWS to be market competitive). Indicative lot values per annum : Lot 1a Regulatory Advice £1.4m Lot 1b Regulatory Economic Advisory and Modelling £1m Lot 2 Procurement & Commercial £3m Lot 3a General Tax £400k Lot 3b Financial Services £1m Lot 4 Strategy & Change £10m Whilst these values reflect the best estimate, Tenderers should be aware that we may see peaks in demand that are much higher than the indicated values per annum and there will be some years it’s much lower. These values may be subject to change due to potential future regulatory or policy changes

Published 4 days ago

Open

Energy Efficiency Dynamic Purchasing System (EEDPS)

Energy Efficiency Dynamic Purchasing System (EEDPS) Plymouth City Council (PCC), as the lead Contracting Authority, in collaboration with Independence Brokerage Services CIC (trading as Independence CIC (INCIC)), is establishing a Dynamic Purchasing System (DPS) for use by public sector bodies. This procurement framework is designed to deliver energy efficiency measures, retrofitting installations, and associated works for social housing and private domestic properties. It will also extend to other property types owned or managed by local authorities and public sector organisations. Eligible organisations are outlined in the Additionally, this initiative aims to: https://www.incic.org.uk/eligibility-criteria-eedps/ • Stimulate procurement opportunities for customers / clients wanting to and or are willing to self-fund energy efficiency works. • Support training and back to work via entry into the construction industry through green skills development and retrofitting • Providing access to green accreditations via umbrella organisations and providing opportunities for new entries to sector • Promote the use of Modern Methods of Construction (MMC), as detailed in the Lots below. * Details are clearly set out in this notice under Lots and Sub Lots and will be further detailed in specific calls for competition. For further details of Active Areas and Lots / Sub Lots can be found here https://www.incic.org.uk/about-plymouth-ee-dps/ Public sector bodies have a responsibility to advance energy efficiency initiatives through allocated funding and national or local grant schemes. These efforts aim to reduce carbon emissions, lower energy costs, and improve living conditions for residents. The EEDPS provides a structured, transparent, and flexible procurement framework to facilitate these goals. Objectives of the EEDPS The EEDPS is designed to enhance building energy performance, contributing to broader environmental, economic, and public health objectives, including: • Carbon Reduction: Addressing climate change through energy-efficient measures. • Economic Revitalisation: Investing in green skills and industries to stimulate local and national economies. • Public Health Improvements: Ensuring healthier living environments through energy-efficient upgrades. The DPS will be open for Contractor / Supplier (Providers) to apply to join from 18th February 2025. Further details of how to Join can be found at: https://www.incic.org.uk/about-plymouth-ee-dps/

Plymouth City Council

Published 9 months ago

AI Bid Assistant

Our AI-powered tool to help you create winning bids is coming soon!

View Contract Source Save Contract

Organisation

Aberystwyth University

University

[email protected]

+44 1970628716

+44 2079477501

Timeline complete