Tender Details

Country: United Kingdom
Summary: Bcu-Fts-59434 - Appointment of Investment Managers for Charitable Funds
GBT Ref No: 121060348
Deadline: 14 Jul 2025
Financier: Self Financed
Purchaser Ownership: Government
Tender Value: Refer Document
Notice Type: Tender
Document Ref. No.: BCU-FTS-59434
Purchaser's Detail:
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Description:
Many of the donations and legacies received by the Charity cannot be spent right away as they need to be accumulated in order to fund the most pressing and relevant items to improve patient care. As a result, the charity invests these contributions in order to earn income and protect their 'real-worth'. An investment manager is required to manage these investments, in order to maximise the return to the Charity, whilst minimising the risk. The Charity has adopted an ethical framework for investments with underlying principles supporting an ethical component of the overall investment strategy. This gives direction to the investment manager to develop a suitable investment strategy which is consistent with these ethical principles whilst affording sufficient flexibility to provide the best balance of risk and reward for the Charity. The current Ethical Investments Policy states: It is recommended that there is negative exclusion of investment in companies manufacturing and distributing: - Alcoholic products; - Tobacco products; and - Any products which may be considered in conflict with the Health Board's activities. Investment is not permitted in companies which have a poor record in human rights and child exploitation or which derive their profits from countries with poor human rights records. Please see Information for Bidders document on the Bravo Solutions portal for further details. Betsi Cadwaladr University Health Board recognises the importance of the Welsh language to...
Documents:

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Bcu-Fts-59434 - Appointment of Investment Managers for Charitable Funds - Greatbritain Tender

The BETSI CADWALADR UNIVERSITY HEALTH BOARD, a Government sector organization in United Kingdom, has announced a new tender for Bcu-Fts-59434 - Appointment of Investment Managers for Charitable Funds. This tender is published on GreatbritainTenders under GBT Ref No: 121060348 and is categorized as a Tender. Interested and eligible suppliers are invited to participate by reviewing the tender documents and submitting their bids before the deadline on 2025-07-14.

The estimated tender value is Refer Document, and full details, including technical specifications and submission requirements, are provided in the official tender documents. Ensure all submissions meet the criteria outlined to be considered for evaluation.