Services - 375467-2018

28/08/2018    S164

United Kingdom-Exeter: Banking and investment services

2018/S 164-375467


Notice for changes or additional information


(Supplement to the Official Journal of the European Union, 2018/S 162-370580)

Legal Basis:

Section I: Contracting authority/entity

I.1)Name and addresses
Official name: University of Exeter
National registration number: RC000653
Postal address: Northcote House
Town: Exeter
Postal code: EX4 4QH
Country: United Kingdom
Contact person: Dave Burchill
Telephone: +44 11111111
Internet address(es):
Main address:
Address of the buyer profile:

Section II: Object

II.1)Scope of the procurement

Investment Fund Manager

Reference number: UOE/2018/029
II.1.2)Main CPV code
66100000 Banking and investment services
II.1.3)Type of contract
II.1.4)Short description:

The University is looking to appoint a single Investment Fund Manager to manage its investment fund.

The University currently invests approximately 40 000 000 GBP in a multi-asset portfolio and has recently decided to review the portfolio to better incorporate ESG factors. The University is looking to implement a “best in class” ESG focussed portfolio.

The mandate for the successful Investment Fund Manager would be to invest around 40 000 000 GBP . There are not expected to be significant income requirements in the foreseeable future.

The University’s current investment objective for the overall portfolio is to achieve an investment return of CPI+4 % p.a. over the long-term.

Section VI: Complementary information

VI.5)Date of dispatch of this notice:
VI.6)Original notice reference
Notice number in the OJ S: 2018/S 162-370580

Section VII: Changes

VII.1)Information to be changed or added
VII.1.2)Text to be corrected in the original notice
Section number: IV. 2.2)
Instead of:
Date: 16/09/2018
Local time: 12:00
Date: 24/09/2018
Local time: 12:00
VII.2)Other additional information: