Investment Consulting

⁠⁠⁠The University is undertaking a Request for Tender (RFT) to assist it in its management of the Foundation Trust investment portfolio. The current portfolio amounts to $26.6M. A copy of the portfolio, with a 31 March 2026 valuation date, is attached.   

The five year +1+1 option renewable contract is to be tendered on the basis of either or combination of: investment fund manager basis; or implemented consultant basis; or hybrid; to implement and manage an approved investment strategy and to provide ongoing reporting in accordance with the Trust's investment objectives, risk profile, and policy settings. Engagement may be through a managed fund structure or an individually managed account (IMA) under a formal written agreement.

The portfolio has a liquidity requirement to provide for regular drawdowns for scholarship purposes. These amounts are determined from time to time (with recent annual drawdowns amounting to $1-1.3mil). The required drawdown information is provided in advance. 

The successful tenderer will have an established track record in investment management for endowment-oriented portfolios, delivering risk management and investment expertise within the framework of the University's Investment Policies, Corporate Governance and Social Responsibilities.