Investment Management Services

Contract details

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ID:

135192

OCID:

ocds-kuma6s-134078

Contract type:

Services

Procedure type:

Open

Contract award notice ref:

SEP451924

Internal ref:

CRW2023-01

Contact catergory:

C - Local contract let on behalf of one buyer

Buyer:

Cancer Research Wales

Primary CPV code:

N/a

Additional CPV code(s):

Is framework:

No

Carbon reduction plan:

Options:

Description:

3.1 CRW has an investment portfolio as at 31 March 2023 of £4.5 million invested within the ethical markets. 3.2 As a Cancer Research Charity, investments in any tobacco related products is prohibited and this is a non negotiable condition. 3.3 The investment portfolio is held to provide a financial return in the form of interest receivable and investment gains to fund our Research Strategy 3.4 The appointed supplier will be responsible for, but shall not be limited to: I. Reviewing the current Investment Policy and making recommendations as appropriate.. II. Make investment decisions in line with the Investment Policy. III. Provide Quarterly reviews and an annual review of the Investment Portfolio IV. Provide relevant information to enable the preparation of the Charities Financial Statements V. Act as a sounding board and advisor. VI. Actively engage in the activities of the Charity to understand the work we do, challenges and opportunities.

Purchasing team:

N/a

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Contract dates

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Date awarded:

28 September 2023

Start date:

02 October 2023

End date:

02 October 2026

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Contract extensions

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Extended contract end date:

-

Max extension options available:

36 (months)

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Additional information

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Additional information:

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Contact details

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Contract name:

Alison Yandall

Contract email:

N/a

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