Portfolio management services | Tenderlake

Portfolio management services

Contract Value:
DKK 2M - 2M
Notice Type:
Contract award notice
Published Date:
15 September 2023
Closing Date:
Location(s):
DK DANMARK (DK Denmark/DANMARK)
Description:
Management of indexed global emerging markets equities in a UCITS Fund

The contracting authority’s procurement of management of indexed global emerging markets equities in a UCITS (Undertakings for the Collective Investment in Transferable Securities) Fund.

• The foundation expects to initially invest DKK 150-200 million in the UCITS fund

• The investment strategy of the UCITS fund shall be to effectively track the return and risk of a global emerging markets equity benchmark (passive strategy)

• The UCITS fund shall have implemented a responsible investment policy including a goal of living up to the Paris agreement

the contracting authority’s procurement of management of indexed global emerging markets equities in a UCITS (Undertakings for the Collective Investment in Transferable Securities) Fund.

• The foundation expects to initially invest DKK 150-200 million in the UCITS fund

• The investment strategy of the UCITS fund shall be to effectively track the return and risk of a global emerging markets equity benchmark (passive strategy)

• The UCITS fund shall have implemented a responsible investment policy including a goal of living up to the Paris agreement

The procurement procedure will be conducted as an open procedure (in Danish: “offentligt udbud”) pursuant to the European Procurement legal framework as implemented in national Danish legislation, see Title II of the Danish Public Procurement Act. The open procedure comprises one phase, i.e., no prequalification takes place.

The tender conditions describe the procedure for the procurement and set the guidelines and conditions for the submission of tenders, communication between the tenderer and the contracting authority as well as information about the procurement procedure in general.

All tenderers are urged to carefully examine not only the Tender Conditions, but all tender documents as they contain the information necessary, including mandatory conditions, for providing an acceptable tender.

All communication shall be carried out via the electronic procurement system.

Compensation will not be granted for the preparation or submission of tenders.

Procurement documents with appendices are the contracting authority’s property and will not be returned.

Awarded to:
Management of indexed global emerging markets equities in a UCITS Fund
Danske Bank A/S, Copenhagen K (DK)
Download full details as .pdf
The Buyer:
Danmarks Grundforskningsfond
CPV Code(s):
66100000 - Banking and investment services
66140000 - Portfolio management services