Asset Investment Management Service
Published
Description
CARDIFF AND VALE LOCAL HEALTH BOARD CHARITY has the requirement for Investment Management Services. The Charity is seeking innovative responses to deliver Investment Services commensurate with the esponsibilities of NHS Charities. The contract will be for a period of 2 years commencing from 1st October 2019 with the Health Board option to extend for a maximum of a further two years. The Charity seeks to maximise the total return on funds held and the Charity seeks to adopt a conservative policy on risk and previously has adopted a flexible structure in respect of Asset Class Distribution. In terms of the current portfolio, the Local Health Board’s investments had a market value of GPB 6.2m as at March 2019 and the portfolio is broken down over various sectors as shown in the tender documents. The Charity requires the successful supplier to manage the funds on behalf of the Charity in accordance with the required Charity Commission and other legal requirements placed on NHS charities. Lot 1: Cardiff and Vale University Health Board Charity has the requirement for Investment Management Services. The Charity is seeking innovative responses to deliver Investment Services commensurate with the responsibilities of NHS Charities. The contract will be for a period of 2 years commencing from 1st October 2019 with the Health Board option to extend for a maximum of a further two years. The Charity seeks to maximise the total return on funds held and the Charity seeks to adopt a conservative policy on risk and previously has adopted a flexible structure in respect of Asset Class Distribution. In terms of the current portfolio, the Local Health Board’s investments had a market value of GBP 6.114m as at March 2019 and the portfolio is broken down over various sectors as shown in the tender documents. The Charity requires the successful supplier to manage the funds on behalf of the Charity in accordance with the required Charity Commission and other legal requirements placed on NHS charities. The current restrictions placed on investments by the Charity are set out in the approved investment strategy which is provided in the tender documents.
Timeline
Publish date
2 months ago
Award date
2 months ago
Buyer information
NHS Wales - Shared Services Partnership
- Contact:
- Sophie Stacey / Emma Rowe-Jones
- Email:
- sophie.stacey@wales.nhs.uk
Explore contracts and tenders relating to NHS Wales - Shared Services Partnership
Go to buyer profileNotice topics
Source
"Find-a-Tender"To save this opportunity, sign up to Stotles for free.
Save in appTender tracking
Access a feed of government opportunities tailored to you, in one view. Receive email alerts and integrate with your CRM to stay up-to-date.
Proactive prospecting
Get ahead of competitors by reaching out to key decision-makers within buying organisations directly.
360° account briefings
Create in-depth briefings on buyer organisations based on their historical & upcoming procurement activity.
Collaboration tools
Streamline sales workflows with team collaboration and communication features, and integrate with your favourite sales tools.
Explore similar tenders and contracts
Browse open tenders, recent contract awards and upcoming contract expiries that match similar CPV codes.
- Awarded
HCT - Provision of Financial Services
West Hertfordshire Hospitals NHS Trust139,944 GBPPublished a day ago
- Awarded
RES/FIN/ Corporate Payment Vouchers Scheme
Bristol City Council15,000,000 GBPPublished 2 days ago
- Awarded
DfE - Invest NI Small Business Loan Fund III
Invest Northern Ireland2,700,000 GBPPublished 3 days ago
- Awarded
Mental Health Crisis Breathing Space Services
Money And Pensions Service4,253,551 GBPPublished 10 days ago
- Awarded
Reform Options Business Case Audit
West Midlands Combined Authority330,000 GBPPublished 10 days ago
Explore other contracts published by NHS Wales - Shared Services Partnership
Explore more open tenders, recent contract awards and upcoming contract expiries published by NHS Wales - Shared Services Partnership.
- Awarded
Purchase of three Tugs for the Waste Management Team
NHS Wales - Shared Services PartnershipPublished 2 days ago
- Awarded
Provision of Eyecare for HMP Swansea
NHS Wales - Shared Services PartnershipPublished 3 days ago
- Awarded
Lease Charges for Red Dragon Court
NHS Wales - Shared Services Partnership680,710 GBPPublished 3 days ago
- Awarded
Third Sector Core CVS Services - Swansea
NHS Wales - Shared Services Partnership455,549.76 GBPPublished 9 days ago
- Awarded
Third Sector Core CVS Services
NHS Wales - Shared Services Partnership317,076.12 GBPPublished 9 days ago
- Awarded
Third Sector Core CVS Services
NHS Wales - Shared Services Partnership455,549.76 GBPPublished 9 days ago
- Awarded
Laparoscopic Instruments & Consumables
NHS Wales - Shared Services Partnership29,444,000 GBPPublished 11 days ago
- Awarded
Laparoscopic Instruments & Consumables
NHS Wales - Shared Services Partnership29,444,000 GBPPublished 11 days ago
Explore more suppliers to NHS Wales - Shared Services Partnership
Sign upExplore top buyers for public sector contracts
Discover open tenders, contract awards and upcoming contract expiries of thousands of public sector buyers below. Gain insights into their procurement activity, historical purchasing trends and more.
- Barnsley Metropolitan Borough Council
- Connexus Housing Ltd
- Jigsaw Homes Group Ltd
- Southside Housing Association Ltd
- Awen Cultural Trust
- One Manchester Limited
- Central Housing Investment Consortium Limited ("CHIC")
- Wellingborough Homes Ltd
- Convent of Jesus and Mary Language College
- Hound Parish Council
- Royal College General Practitioners
- Isleworth and Syon School
- Bon Accord Support Services Ltd
Explore top sources for public sector contracts
Stotles aggregates public sector contract data from every major procurement data source. We ingest this data and surface the most relevant insights for our users. Explore our list of public sector procurement data sources below.