Source: https://tendernation.io/opportunities/01a13c10-959b-7366-a634-0b20d50527f9/nu1291-the-provision-of-fund-management-services closed GB open procedure # NU/1291 The Provision of Fund Management Services [Newcastle University](https://tendernation.io/buyers/newcastle-university) Estimated value £2,500,000 Published 31 May 2017 Deadline Closed 30 Jun 2017 ## Who can bid - Open procedure Anyone can submit a full tender; there is no shortlisting stage. ## About this tender The scope of the tender will be: - Lot 1 UK Equity Manager Tender process is to appoint an active UK equity (excluding tobacco) investment manager to manage up to in the region of £25m to £35m on behalf of a University of Newcastle endowment fund. Some non UK equities are allowed but must not exceed 20% of the total portfolio by value. Bidders should disclose the control ranges which they apply to non UK holdings. The university will also give preference to investment managers who preferentially invest in progressive companies that are working towards low carbon solutions and who will provide the University with reports on the carbon foot-print of companies within its portfolio. Other services expected will include monitoring the performance of the fund and presenting at University meetings on an annual basis. - Lot 2 Global Equity Manager Tender process is to appoint an active global equity (excluding tobacco) investment manager to manage in the region of between £25m and £35m on behalf of a University of Newcastle endowment fund. Some UK equities are allowed but must not exceed 20% of the total portfolio by value. Bidders should disclose the control ranges which they apply to UK holdings. The university will also give preference to investment managers who preferentially invest in progressive companies that are working towards low carbon solutions and who will provide the University with reports on the carbon foot-print of companies within its portfolio. Other service expected will include monitoring the performance of the fund and presenting at University meetings on an annual basis. Read full description ## CPV classification Banking and investment services Source Contracts Finder (UK) [View official notice](https://www.contractsfinder.service.gov.uk/notice/9450b369-34c7-4c38-8e15-092d566a1c08) 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. [Track tenders free](https://tendernation.io/register) [Buyer profile Newcastle University: past awards and live tenders](https://tendernation.io/buyers/newcastle-university) [Sector More Financial & insurance services tenders](https://tendernation.io/sectors/financial-insurance-services) ## More tenders like this [Financial and insurance services – Udbud af delkontrakter vedrørende administration af selvforsikringsordninger · Danish Ministry of Defence Acquisition and Logistics Organisation · 28 days left · 16 Nov 2026](https://tendernation.io/opportunities/01a156a9-9f2a-72f8-9d86-29b05755fb83/denmark-financial-and-insurance-services-udbud-af-delkontrakter-vedrorende-a) [Property insurance services – Prestations de services d’assurances · Ville de Baud (56) · 7 days left · 26 Oct 2026](https://tendernation.io/opportunities/01a156a9-eacd-7321-8a56-9e3a7fc387c0/france-property-insurance-services-prestations-de-services-dassurances) [Insurance services – Marché de service relatif à la prestation d'assurance pour les besoins de Labocéa · Labocéa · 30 days left · 18 Nov 2026](https://tendernation.io/opportunities/01a156a9-6d89-707c-8006-6aaea9baf8b7/france-insurance-services-marche-de-service-relatif-a-la-prestation-dassura) [Health insurance services – Hospitalisatieverzekering · Gemeente Kontich · 15 days left · 3 Nov 2026](https://tendernation.io/opportunities/01a156a9-8bc1-720a-9e1f-3592335b31e6/belgium-health-insurance-services-hospitalisatieverzekering) [Damage or loss insurance services – procedura aperta EX ART. 71 del codice degli appalti (d.lgs. N. 36/2023) PER l’affidamento del servizio DI assicurazione ALL risks (patrimonio) della durata DI 24 MESI (dalle ORE 24.00 del 31/12/2026 ALLE ORE 24.00 del 31/12/2028) prorogabile DI ulteriori 24 MESI DA aggiudicare CON IL criterio dell’offerta economicamente PIÙ vantaggiosa, in modalità telematica · Comune di Piove di Sacco · 37 days left · 25 Nov 2026](https://tendernation.io/opportunities/01a156aa-174b-7271-8223-dd3559df50eb/italy-damage-or-loss-insurance-services-procedura-aperta-ex-art-71-del-codi) [Liability insurance services – Prestation d'assurance pour les besoins de la Communauté de Communes Des Savanes 2027-2030 · Communauté des communes des Savanes (973) · 32 days left · 20 Nov 2026](https://tendernation.io/opportunities/01a156a9-6375-70c6-83f3-2673aade0342/france-liability-insurance-services-prestation-dassurance-pour-les-besoins)