Source: https://tendernation.io/opportunities/01a13c11-5fbc-72c5-ae11-44af56ebaddb/endowment-fund-investment-manager

closed GB restricted procedure

# Endowment Fund Investment Manager

[University of Bristol](https://tendernation.io/buyers/university-of-bristol)

Estimated value

£850,000

Published

9 Mar 2017

Deadline

Closed

7 Apr 2017

## About this tender

Following a review of the University's Endowment Investment Policy, the University of Bristol has decided to seek tenders from specialist managers for the management of its endowment portfolio which has a value of approximately £60M.

Potential managers of the portfolio would be expected to invest in line with best practice in terms of corporate governance and the University's Endowment Investment Policy.

The University places a premium on the service it receives from its suppliers and the managers of the portfolio would be expected to provide a high quality of service and develop a close working relationship with the University.

Potential managers of the portfolio would be expected to have experience of managing funds from charities.

The initial contract period is 5 years plus up to another 5 years if the options to extend are exercised.

The "Lowest/Actual Value" referred to in the Summary Information is estimated on the basis of the minimum contract period of 5 years.

Additional information:

[tenders.bris.ac.uk](https://tenders.bris.ac.uk)

## CPV classification

Portfolio management services

Source

Contracts Finder (UK)

[View official notice](https://www.contractsfinder.service.gov.uk/notice/79091feb-be8a-4c7e-a9b8-1c69b5502801)

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 University of Bristol: past awards and live tenders](https://tendernation.io/buyers/university-of-bristol) [Sector More Financial & insurance services tenders](https://tendernation.io/sectors/financial-insurance-services)

## More tenders like this

[Damage or loss insurance services – assurance dommages ouvrages extension de l'ehpad et construction d'une cuisine centrale de production - centre hospitalier de verneuil-sur-avre · GHT Eure-Seine Pays D'ouche · 29 days left · 17 Nov 2026](https://tendernation.io/opportunities/01a15183-6b5c-724b-be7f-eff29673117a/france-damage-or-loss-insurance-services-assurance-dommages-ouvrages-extensi) [Insurance services – Tjänstereseförsäkring · S:t Erik Försäkrings AB · 31 days left · 18 Nov 2026](https://tendernation.io/opportunities/01a15183-81c1-722d-a8ea-4818d01c8bfb/sweden-insurance-services-tjanstereseforsakring) [Contractor's all-risk insurance services – Projektversicherung DSD Starterpaket Scan-Med- München · Deutsche Bahn AG · 31 days left · 18 Nov 2026](https://tendernation.io/opportunities/01a15183-0890-71f6-bb29-30ad22e44545/germany-contractors-all-risk-insurance-services-projektversicherung-dsd-sta) [Health insurance services – Veselības apdrošināšana darbiniekiem · SIA "Rīgas ūdens" · 29 days left · 17 Nov 2026](https://tendernation.io/opportunities/01a15183-4248-70d4-abc2-63e1e16084f8/latvia-health-insurance-services-veselibas-apdrosinasana-darbiniekiem) [Insurance services – procedura aperta sopra soglia europea, DA aggiudicarsi CON IL criterio dell’offerta economicamente PIÙ vantaggiosa sulla BASE del miglior rapporto qualità/prezzo, PER l’affidamento DEI servizi assicurativi del co.s.i.b. consorzio PER LO sviluppo industriale della valle del biferno. · C.U.C. Termoli · 32 days left · 20 Nov 2026](https://tendernation.io/opportunities/01a15183-0ff8-70a1-ab6b-c7e95948c759/italy-insurance-services-procedura-aperta-sopra-soglia-europea-da-aggiudica) [Insurance services – Acord-cadru servicii de asigurare · Publitrans 2000 S.A. · 35 days left · 23 Nov 2026](https://tendernation.io/opportunities/01a15183-92f2-7007-98bd-0105e866c3bc/romania-insurance-services-acord-cadru-servicii-de-asigurare)