HDD-ITT-48428 Provision of a Charitable funds investment Manager
What the buyer wrote
Hywel Dda University Health board has awarded a contract for the provision of a charitable fund investment manager for Hywel Dda University Health Board. The investment fund is to be split into two, each with a different objective, as follows: GBP2.3m permanent endowment to be invested with the objective of; A)Maximising income, where the income is to be released from the fund. or B)Delivering the best return for the fund on a “total return” basis (the Trustee invites comment in the tender on which of these options should be preferred). The remaining GBP6.2m general investment with the objective of maximising the investment return, where the income, and capital are to be retained within the …
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Awarded to
Details
- What the buyer calls it
- HDD-ITT-48428 Provision of a Charitable funds investment Manager
- How they are buying
- Advertised, open to anyoneAny supplier could bid without being invited first.
- Type
- services
- Where
- in Wales
- Kind of work
- Accountancy, audit and financial advice
Who the buyer named
The buyer published a contact address on this notice.