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Investment Advisory Services

Closed

Submission Deadline Has Passed

This tender's submission deadline has passed and is no longer accepting applications. The information below is kept for reference purposes.

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Deadline
Expired
October 21, 2022
Contract Details
Category
Open Procedure
Reference
029882-2022
Value
£400,000
Location
United Kingdom
Published
April 18, 2026
Organization
Aberystwyth University
CPV Code
Project Timeline

Tender Published

October 24, 2022

Deadline for Questions

October 14, 2022

Submission Deadline

October 21, 2022

View Original
Budget
£400,000
Duration
Not specified
Location
United Kingdom
Type
Open Procedure

Original Tender 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.

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Basic Requirements

  • Company registration in EU required
  • Proven track record in similar projects
  • Financial stability documentation

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