Portfolio management services

Description:

Financial asset management (8 lots)

Management of financial assets (funds, shares and bonds) on behalf of Hydralis OFP for a potential term of 8 years.

The market is divided into 8 lots, each with an asset class:

- lot 1: Bonds Zone Euro government (passive management),

- lot 2: corporate Bonds zone Euro (active management),

- lot 3: Small & Medium Cap European Zone (active management),

- lot 4: Large Cap Euro SRI actions (passive management),

- lot 5: Global equities including emerging countries SRI (passive management),

- lot 6: Real Estate Zone Europe shares (active management),

- lot 7: discretionary management of financial assets without limitation of the asset class (active management),

- lot 7bis: discretionary management of financial assets without limitation of the asset class (active management).

Candidates will not add any offers to their request to participate (restricted procedure).

Lot 1 - Government Bonds zone Euro (Passive management)

See special specifications.

Lot 2 - Corporate Bonds Zone Euro (Active Management)

See special specifications.

Lot 3 - Small & Medium Cap European Zone Shares (Active Management)

See special specifications.

Lot 4 - Large Cap Euro zone SRI shares (Passive management)

See special specifications.

Lot 5 - Global Equities including Emerging Markets SRI (Passive Management)

See special specifications.

Lot 6 - Real Estate Europe Zone Shares (Active Management)

See special specifications.

Lot 7 - Discretionary management of financial assets with no limitation on the asset class (active management)

See special specifications.

7bis - Discretionary management of financial assets without asset class limitation (Active management)

See special specifications.