The Tender relates to a Contract for the provision of asset management. Over a number of years, the contracting authority has built up a financial reserve in the form of securities and cash and cash equivalents, which have been managed by external asset managers. The contracting authority wishes to investigate the market for asset management services and hereby puts asset management out to tender.

The purpose of the offering is to ensure the best possible return in relation to the risk profile in the Investment Policy - www.sdu.dk/da/om-sdu/organisationen/investeringspolitik in force at any given time, regarding the investment of the University's surplus funds. It is therefore crucial for the Contracting Entity that the Tenderers focus on the requirements of the Contracting Entity in their tenders. The free funds that are to be managed currently amount to approx. DKK 450 million. Initially, the Kapi number managers will manage a portfolio of approximately DKK 200 - 300 million each. In this connection, the winning Bidders will take over the Client's existing portfolios from the current asset managers. The realised returns and withdrawals are assumed to be reinvested on an ongoing basis.

LOT-0000
343549
Asset Management.
The Tender relates to a Contract for the provision of asset management. Over a number of years, the contracting authority has built up a financial reserve in the form of securities and cash and cash equivalents, which have been managed by external asset managers. The contracting authority wishes to investigate the market for asset management services and hereby puts asset management out to tender.

The purpose of the offering is to ensure the best possible return in relation to the risk profile in the Investment Policy - www.sdu.dk/da/om-sdu/organisationen/investeringspolitik in force at any given time, regarding the investment of the University's surplus funds. It is therefore crucial for the Contracting Entity that the Tenderers focus on the requirements of the Contracting Entity in their tenders. The free funds that are to be managed currently amount to approx. DKK 450 million. Initially, the Kapi number managers will manage a portfolio of approximately DKK 200 - 300 million each. In this connection, the winning Bidders will take over the Client's existing portfolios from the current asset managers. The realised returns and withdrawals are assumed to be reinvested on an ongoing basis.