Source: https://tendernation.io/opportunities/01a13bbd-7216-7001-949f-87b05cf3e388/bcu-fts-59434-appointment-of-investment-managers-for-charitable-funds awarded GB open procedure Suitable for SMEs # BCU-FTS-59434 - Appointment of Investment Managers for Charitable Funds [Betsi Cadwaladr University Health Board](https://tendernation.io/buyers/betsi-cadwaladr-university-health-board) Often single bidder Estimated value £250,000 Published 12 Sept 2025 Deadline Closed 14 Jul 2025 ## Who can bid - Buyer says suitable for SMEs The buyer ticked “suitable for SMEs” on the notice. Anyone can still bid. - Buyer says suitable for VCSEs The buyer ticked “suitable for voluntary, community and social enterprises” on the notice. - Open procedure Anyone can submit a full tender; there is no shortlisting stage. [More contracts for small businesses and VCSEs](https://tendernation.io/opportunities/for-small-businesses) ## About this tender Many of the donations and legacies received by the Charity cannot be spent right away as they need to be accumulated in order to fund the most pressing and relevant items to improve patient care. As a result, the charity invests these contributions in order to earn income and protect their 'real-worth'. An investment manager is required to manage these investments, in order to maximise the return to the Charity, whilst minimising the risk. The Charity has adopted an ethical framework for investments with underlying principles supporting an ethical component of the overall investment strategy. This gives direction to the investment manager to develop a suitable investment strategy which is consistent with these ethical principles whilst affording sufficient flexibility to provide the best balance of risk and reward for the Charity. The current Ethical Investments Policy states: It is recommended that there is negative exclusion of investment in companies manufacturing and distributing: - Alcoholic products; - Tobacco products; and - Any products which may be considered in conflict with the Health Board's activities. Investment is not permitted in companies which have a poor record in human rights and child exploitation or which derive their profits from countries with poor human rights records ## CPV classification Financial and insurance services Source Find a Tender (UK) · Notice ocds-h6vhtk-054e9d-2025-09-12T17:08:56+01:00 [View official notice](https://www.find-tender.service.gov.uk/Notice/ocds-h6vhtk-054e9d-2025-09-12T17:08:56+01:00) Never miss a tender like this again Get AI summaries, deadline alerts and a bid pipeline for tenders matched to your business. Free to start. 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