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Provision of Investment Consultancy and Investment Performance Monitoring and Reporting Services

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What the buyer wrote

Investment Advice: The provision of quarterly investment reviews / reports of the performance of the University's University Investment Fund and Long Term Endowment Fund. Attendance at quarterly Investment Sub Committee meetings to review all aspects of investment performance and asset allocation relating to the University Investment Fund and Long Term Endowment Fund. Ad-hoc meetings may also be required with University management. Investment advice required includes the following: I) investment strategy II) market review III) market outlook IV) asset Allocation, including annual Strategic Asset Allocation Reviews for the Univ…

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Details

What the buyer calls it
Provision of Investment Consultancy and Investment Performance Monitoring and Reporting Services
How they are buying
Advertised, open to anyoneAny supplier could bid without being invited first.
Type
services
Suitable for small firms
The buyer says yes. What that is worth
Work starts
11 Mar 2019
Work ends
10 Mar 2021

Who the buyer named

Paul Markham was the named contact on this notice.

p.markham@bham.ac.uk