The Danish National Research Foundation (DNRF) is looking for 1 tenderer, who can manage a global emerging markets equity mandate of app. 30 000 000 EUR in a European domiciled UCITS fund (Undertakings for Collective Investments in Transferable Securities).
Deadline
Fristen for modtagelse af bud var på 2018-11-29.
Indkøbet blev offentliggjort på 2018-10-29.
Leverandører
Følgende leverandører er nævnt i tildelingsbeslutninger eller andre indkøbsdokumenter:
Objekt Omfanget af udbuddet
Titel: Tender for a Global Emerging Markets Equity mandate
Produkter/tjenester: Porteføljeforvaltning📦
Kort beskrivelse:
“The Danish National Research Foundation (DNRF) is looking for 1 tenderer, who can manage a global emerging markets equity mandate of app. 30 000 000 EUR in...”
Kort beskrivelse
The Danish National Research Foundation (DNRF) is looking for 1 tenderer, who can manage a global emerging markets equity mandate of app. 30 000 000 EUR in a European domiciled UCITS fund (Undertakings for Collective Investments in Transferable Securities).
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Yderligere produkter/tjenester: Porteføljeforvaltning📦
Sted for udførelsen: Danmark🏙️
Beskrivelse af udbuddet:
“The Danish National Research Foundation is looking for 1 Tenderer, who can manage a global emerging markets equity mandate of app. 30 000 000 EUR in a...”
Beskrivelse af udbuddet
The Danish National Research Foundation is looking for 1 Tenderer, who can manage a global emerging markets equity mandate of app. 30 000 000 EUR in a European domiciled UCITS fund (Undertakings for Collective Investments in Transferable Securities). No regional or country specific strategies are eligible to participate in this procurement. Neither strategies with main focus on emerging market small cap or frontier markets are covered by this procurement.
Vis mere Kriterier for tildeling
Prisen er ikke det eneste tildelingskriterium, og alle kriterier er kun anført i udbudsdokumenterne
Omfanget af udbuddet
Anslået samlet værdi ekskl. moms: DKK 8 000 000 💰
Kontraktens, rammeaftalens eller det dynamiske indkøbssystems varighed
Nedenstående tidsramme er udtrykt i antal måneder.
Beskrivelse
Varighed: 36
Kontraktens, rammeaftalens eller det dynamiske indkøbssystems varighed
Denne kontrakt kan forlænges ✅ Beskrivelse
Beskrivelse af fornyelser:
“The contract period is three (3) years with option to extend the contract of external management, global emerging markets equity fund for one (1) year twice...”
Beskrivelse af fornyelser
The contract period is three (3) years with option to extend the contract of external management, global emerging markets equity fund for one (1) year twice (five/5 years in all).
Vis mere Oplysninger om begrænsningerne i antallet af ansøgere, der kan indbydes
Påtænkt minimumsantal: 20
Maksimalt antal: 100
Objektive kriterier for udvælgelse af det begrænsede antal ansøgere:
“If more than five (5) candidates applies for pre-qualification, there will be a subsequent short listing down to five (5) tenderers.
DNRF will apply the...”
Objektive kriterier for udvælgelse af det begrænsede antal ansøgere
If more than five (5) candidates applies for pre-qualification, there will be a subsequent short listing down to five (5) tenderers.
DNRF will apply the below criteria for the pre-qualification process. The criteria are not listed according to priority. Criteria’s are:
— the candidate’s long term ability to deliver future risk adjusted excess returns,
— candidates can demonstrate that ESG are taken into account when constructing the portfolio,
— strength of reference client,
— strength of key staff.
Juridiske, økonomiske, finansielle og tekniske oplysninger Økonomisk og finansiel stilling
Liste og kortfattet beskrivelse af udvælgelseskriterier:
“The tenderer must fill in the following information in the ESPD part IV B:
For the years 2013, 2014, 2015, 2016 and 2017:
— Net EBITDA,
— Net earnings,
—...”
Liste og kortfattet beskrivelse af udvælgelseskriterier
The tenderer must fill in the following information in the ESPD part IV B:
For the years 2013, 2014, 2015, 2016 and 2017:
— Net EBITDA,
— Net earnings,
— assets,
— liabilities.
Vis mere Teknisk og faglig kompetence
Liste og kortfattet beskrivelse af udvælgelseskriterier: —
Betingelser for deltagelse
Betingelser for deltagelse (tekniske og faglige kvalifikationer):
“In order to pre-qualify, the candidates must meet the following minimum requirements:
— have a UCITS fund vehicle for the global emerging markets equity...”
Betingelser for deltagelse (tekniske og faglige kvalifikationer)
In order to pre-qualify, the candidates must meet the following minimum requirements:
— have a UCITS fund vehicle for the global emerging markets equity strategy,
— take ESG (Environmental, Social and Governance) issues into account in the management of the global emerging markets portfolio,
— the number of stocks in the global emerging markets equity portfolio (not counting cash positions) consisted of minimum 45 stocks at the 30.6.2018,
— the UCITS fund for the reference clients must have minimum 3 years GIPS compliant track record at the 30.6.2018,
— the key portfolio managers must have been responsible for managing the global emerging markets equity strategy for at least 2 years,
— the official benchmark must be MSCI emerging markets equity,
— must reply to the requested information on reference clients in the Excel file “Pre-qualification questions”.
The participants in the pre-qualification process must answer the questions in the Excel document “Pre-qualification questions”. The requested information in the Excel document refers to reference clients with a similar size of mandate as DNRF (reference clients must be invested in a UCITS fund).
Vis mere Oplysninger om det personale, der er ansvarligt for kontraktens udførelse
Pligt til at oplyse navn og faglige kvalifikationer for det personale, der er udpeget til at udføre kontrakten
Procedure Type af procedure
Konkurrencepræget procedure med forhandling
Oplysninger om forhandling
Den ordregivende myndighed forbeholder sig ret til at tildele kontrakten på grundlag af de første tilbud uden at føre forhandlinger
Administrative oplysninger
Frist for modtagelse af bud eller ansøgninger om deltagelse: 2018-11-29
23:59 📅
Sprog, på hvilke bud eller ansøgninger om deltagelse kan indgives: engelsk 🗣️
Buddet skal være gyldigt indtil: 2019-04-01 📅
Supplerende oplysninger Oplysninger om gentagelse
Der er tale om et tilbagevendende indkøb ✅ Yderligere oplysninger
“Pre-qualified tenderers are encouraged to search any ambiguities and uncertainties resolved by asking questions on the procurement documents.
There will be...”
Pre-qualified tenderers are encouraged to search any ambiguities and uncertainties resolved by asking questions on the procurement documents.
There will be a time limit for questions in the tender submission stage.
All inquiries and questions must be in writing and made via digital tendering’s “Supplier questions and answers” function.
Additional information, including questions and answers, will be posted continuously on digital tendering in anonymous form. Tenderers are encouraged to keep them-selves updated.
Vis mere Gennemgå organ
Navn: Klagenævnet for Udbud
Postadresse: Nævnenes Hus, Toldboden 2
Postby: Viborg
Postnummer: 8800
Land: Danmark 🇩🇰
Telefon: +45 35291000📞
E-mail: klfu@naevneneshus.dk📧
URL: https://erhvervsstyrelsen.dk/klagevejledning-0🌏 Tjeneste, hvorfra der kan indhentes oplysninger om klageproceduren
Navn: Konkurrence- og Forbrugerstyrelsen
Postadresse: Carl Jacobsens Vej 35
Postby: Valby
Postnummer: 2500
Land: Danmark 🇩🇰
Telefon: +45 41715000📞
E-mail: kfst@kfst.dk📧
URL: http://www.kfst.dk🌏
Kilde: OJS 2018/S 211-482451 (2018-10-29)
Bekendtgørelse om indgåede kontrakter (2019-10-09) Ordregivende myndighed Navn og adresser
Kontaktperson: Michael Wendt
Telefon: +45 23234007📞
E-mail: michael.wendt@mercer.com📧
Objekt Omfanget af udbuddet
Titel: Tender for a Global Emerging Markets Equity Mandate
Samlet værdi af indkøbsaftalen (ekskl. moms): DKK 8 000 000 💰
Beskrivelse
Beskrivelse af udbuddet:
“The Danish National Research Foundation is looking for 1 tenderer, who can manage a global emerging markets equity mandate of app. 30 000 000 EUR in a...”
Beskrivelse af udbuddet
The Danish National Research Foundation is looking for 1 tenderer, who can manage a global emerging markets equity mandate of app. 30 000 000 EUR in a European domiciled UCITS fund (Undertakings for Collective Investments in Transferable Securities). No regional or country specific strategies are eligible to participate in this procurement. Neither strategies with main focus on emerging market small cap or frontier markets are covered by this procurement.
Vis mere Kriterier for tildeling
Kvalitetskriterium (navn): Quality and contract
Kvalitetskriterium (vægtning): 65 %
Pris (justeringskoefficient): 35 %
Oplysninger om valgmuligheder
Indstillinger ✅
Beskrivelse af mulighederne:
“The contracting authority would like to obtain external management of a UCITS fund, global emerging markets equity fund for a 3-year period with an option...”
Beskrivelse af mulighederne
The contracting authority would like to obtain external management of a UCITS fund, global emerging markets equity fund for a 3-year period with an option to extend the contract of external management, global emerging markets equity fund for 1 year twice (5 years in all).
Procedure Administrative oplysninger
Tidligere offentliggørelse vedrørende denne procedure: 2018/S 211-482451
Tildeling af kontrakt
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Kontraktnummer: 1
Titel: Tender for a Global Emerging Markets Equity mandate
Dato for indgåelse af kontrakten: 2019-10-02 📅
Oplysninger om udbud
Antal modtagne bud: 5
Antal bud, der er modtaget ad elektronisk vej: 5
Navn og adresse på kontrahenten
Navn: GW&K Investment Management (Trilogy Global Advisors)
Nationalt registreringsnummer: N/a
Postadresse: 222 Berkeley Street, 15th Floor
Postby: Boston
Postnummer: Ma
Land: USA 🇺🇸
E-mail: marcher@trilogyadvisors.com📧
Region: 00 🏙️
Entreprenøren er en SMV
Oplysninger om kontraktens/parcellens værdi (ekskl. moms)
Anslået samlet værdi af kontrakten/partiet: DKK 8 000 000 💰
Kontraktens/parcellens samlede værdi: DKK 7 822 500 💰
Supplerende oplysninger Yderligere oplysninger
“Pre-qualified tenderers are encouraged to search any ambiguities and uncertainties resolved by asking questions on the procurement documents.
There will be...”
Pre-qualified tenderers are encouraged to search any ambiguities and uncertainties resolved by asking questions on the procurement documents.
There will be a time limit for questions in the tender submission stage.
All inquiries and questions must be in writing and made via digital tendering’s ‘Supplier questions and answers’ function.
Additional information, including questions and answers, will be posted continuously on digital tendering in anonymous form. Tenderers are encouraged to keep them-selves updated.
Vis mere
Kilde: OJS 2019/S 198-481789 (2019-10-09)