Source: https://tendernation.io/opportunities/01a13bfc-4358-717f-a9e6-63fbc4c11a17/national-heritage-memorial-fund-investment-manager

closed GB open procedure Suitable for SMEs

# National Heritage Memorial Fund Investment Manager

[National Heritage Memorial Fund](https://tendernation.io/buyers/national-heritage-memorial-fund)

Estimated value

Not stated

Published

8 Apr 2016

Deadline

Closed

31 May 2016

## 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

The National Heritage Memorial Fund is seeking to appoint an investment manager to manage its investment portfolio (the NHMF Endowment Fund).

The NHMF Endowment Fund is worth approximately Â£39M as at 31 March 2016. These funds are currently managed by Cazenove Capital Management as part of the Schroders Charity Multi-Asset Fund.

The NHMF is required to review the investment management arrangement every few years and would appreciate your organisation providing information about the costs and benefits of your investment management services.

The winning bidder will manage the investments on a discretionary basis and the managerâ&#128;&#153;s performance will be overseen and monitored by a panel consisting of three independent investment experts who support the NHMF Trustees.

## CPV classification

Banking and investment services

Source

Contracts Finder (UK)

[View official notice](https://www.contractsfinder.service.gov.uk/notice/893ce1ab-adc9-11e6-9901-0019b9f3037b)

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