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Summary

OCID:: ocds-kuma6s-079931
Published by:: University of South Wales
Authority ID:: AA0315
Publication date:: 27 June 2018
Deadline date:: -
Notice type:: Contract Award Notice
Has documents:: No
Has SPD:: No
Has Carbon Reduction Plan:: N/A

Abstract

Provision of investments advisory and funds management services in respect of the Royal Welsh College of Music and Drama's endowment funds portfolio.The College holds an endowment fund of £2.2 million which has been established over a number of years for the purpose of providing long term benefits for specific student and College activities. It is also anticipated that the University of South Wales as part of the USW Group will be investing £0.8 million in addition with a potential for more. The College now wishes to tender for the position of external investment manager for its endowment portfolio. Full specification for the endowment funds provided in additional documents.

Full notice text

CONTRACT AWARD NOTICE – NATIONAL

Notice Type: SERVICES

1 Authority Details

1.1 Authority Name and Address

Official Name: Royal Welsh College of Music & Drama
Postal Address: Castle Grounds,
Town: Cardiff	Postal Code: CF10 3ER	Country: UK
For the attention of: Scott Allin - Vice Principal (Resources)	Telephone: +44 02920342854
E-Mail:	Fax:
Internet Address (URL): https://www.rwcmd.ac.uk

2 Contract Details

2.1 Title

Investment Management of Endowment Funds

2.2 Description of the contract

The College now wishes to tender for the position of external investment manager for its endowment portfolio.

Full specification for the endowment funds provided in additional documents.

2.3 Notice Coding and Classification

a) Commodity Codes

	Code		Description
	66140000		Portfolio management services

b) Delivery Location/Area

	Code		Location
	100		UK - All
	1000		WALES
	1010		West Wales and The Valleys
	1011		Isle of Anglesey
	1012		Gwynedd
	1013		Conwy and Denbighshire
	1014		South West Wales (Carmarthenshire, Pembrokeshire, Ceredigion)
	1015		Central Valleys (Merthyr Tydfil, Rhondda Cynon Taf)
	1016		Gwent Valleys (Torfaen, Blaenau Gwent, Caerphilly)
	1017		Bridgend and Neath Port Talbot
	1018		Swansea
	1020		East Wales
	1021		Monmouthshire and Newport
	1022		Cardiff and Vale of Glamorgan
	1023		Flintshire and Wrexham
	1024		Powys

2.4 Estimated Total Value

3 Procedure

3.1 Type of Procedure

Single stage

4 Award of Contract

4.1 Successful Bidders

4.1.1 Name and Address of successful supplier, contractor or service provider

Contract No:

Official Name: Rathbones
Postal Address: 8 Finsbury Circus,
Town: London	Postal Code: EC2M 7AZ	Country: UK
For the attention of:	Telephone:
E-Mail:	Fax:
Internet Address (URL):

5 Other Information

5.1 Reference number attributed to the notice by the contracting authority

Tender 1538

5.2 Date of Contract Award

27-06-2018

5.3 Number of tenders received

5.4 Other Information

(WA Ref:83082)

5.5 Additional Documentation

N/a

5.6 Publication date of this notice:

27-06-2018

SF 53

Coding

Commodity categories

ID	Title	Parent category
66140000	Portfolio management services	Banking and investment services

Delivery locations

ID	Description
1017	Bridgend and Neath Port Talbot
1022	Cardiff and Vale of Glamorgan
1015	Central Valleys (Merthyr Tydfil, Rhondda Cynon Taf)
1013	Conwy and Denbighshire
1020	East Wales
1023	Flintshire and Wrexham
1016	Gwent Valleys (Torfaen, Blaenau Gwent, Caerphilly)
1012	Gwynedd
1011	Isle of Anglesey
1021	Monmouthshire and Newport
1024	Powys
1014	South West Wales (Carmarthenshire, Pembrokeshire, Ceredigion)
1018	Swansea
100	UK - All
1000	WALES
1010	West Wales and The Valleys

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID	Description
There are no alert restrictions for this notice.

Document family

Notice details
MAR246774: Investment Management of Endowment Funds Publication date: 29 March 2018 Deadline date: 30 April 2018 00:00 Notice type: Contract Notice Authority name: University of South Wales
JUN257279: Investment Management of Endowment Funds Publication date: 27 June 2018 Notice type: Contract Award Notice Authority name: University of South Wales

About the buyer

Main contact:: N/a
Admin contact:: N/a
Technical contact:: N/a
Other contact:: N/a

Further information

Date	Details
No further information has been uploaded.

Investment Management of Endowment Funds

Contents

Summary

Abstract

Full notice text

CONTRACT AWARD NOTICE – NATIONAL

1 Authority Details

1.1

Authority Name and Address

2 Contract Details

2.1

Title

2.2

Description of the contract

2.3

Notice Coding and Classification

2.4

Estimated Total Value

3 Procedure

3.1

Type of Procedure

4 Award of Contract

4.1

Successful Bidders

4.1.1

Name and Address of successful supplier, contractor or service provider

5 Other Information

5.1

Reference number attributed to the notice by the contracting authority

5.2

Date of Contract Award

5.3

Number of tenders received

5.4

Other Information

5.5

Additional Documentation

5.6

Publication date of this notice: