Tender for a Global Emerging Markets Equity mandate

The Danish National Research Foundation

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:

Hvem? Hvad? Hvor?
Indkøbshistorik
Dato Dokument
2018-10-29 Udbudsbekendtgørelse
2019-10-09 Bekendtgørelse om indgåede kontrakter
Udbudsbekendtgørelse (2018-10-29)
Objekt
Omfanget af udbuddet
Titel: 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 a European domiciled UCITS fund (Undertakings for Collective Investments in Transferable Securities).
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Bekendtgørelsens metadata
Originalsprog: engelsk 🗣️
Dokumenttype: Udbudsbekendtgørelse
Kontraktens art: Tjenesteydelser
Forordning: Den Europæiske Union
Fælles glossar for offentlige kontrakter (CPV)
Kode: Porteføljeforvaltning 📦
Yderligere CPV-kode: Porteføljeforvaltning 📦
Sted for udførelsen
NUTS-region: Danmark 🏙️

Procedure
Procedureform: Udbud med forhandling
Bud-type: Indsendelse gældende for alle delaftaler
Kriterier for tildeling
Det økonomisk mest fordelagtige bud

Ordregivende myndighed
Identitet
Land: Danmark 🇩🇰
Type af ordregivende myndighed: Offentligretligt organ
Navn på ordregivende myndighed: The Danish National Research Foundation
Postadresse: Holbergsgade 14, 1
Postnummer: 1057
Postby: København
Kontakt
Internetadresse: https://dg.dk/ 🌏
E-mail: lene.dam@mercer.com 📧
URL til dokumenter: http://eu.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=222986&B=KA 🌏
URL til deltagelse: http://eu.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=222986&B=KA 🌏

Reference
Datoer
Afsendelsesdato: 2018-10-29 📅
Tilbudsfrist: 2018-11-29 📅
Offentliggørelsesdato: 2018-11-02 📅
Identifikatorer
Bekendtgørelsesnummer: 2018/S 211-482451
EUT-S-nummer: 211
Yderligere oplysninger
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.
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Objekt
Omfanget af udbuddet
Anslået samlet værdi: 8 000 000 DKK 💰
Kort beskrivelse:
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.
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Anslået værdi uden moms: 8 000 000 DKK 💰
Varighed: 36 måneder
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).

Juridiske, økonomiske, finansielle og tekniske oplysninger
Betingelser for deltagelse
Økonomisk og finansiel stilling:
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.
Mindstekrav til niveauet:
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).
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Procedure
Retsgrundlag: 32014L0024
Mindste antal ansøgere: 20
Største antal ansøgere: 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 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.
Tidspunkt for modtagelse af tilbud: 23:59
Sprog, på hvilke bud eller ansøgninger om deltagelse kan indgives: engelsk 🗣️
Tilbuddets gyldighedsperiode: 2019-04-01 📅

Ordregivende myndighed
Identitet
Nationalt registreringsnummer: 17732090
Kontakt
Enhed: Lene Dam
Køberprofilens adresse: https://eu.eu-supply.com/ctm/Company/CompanyInformation/Index/281426 🌏
URL til dokumenter: http://eu.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=222986&B=KA 🌏

Reference
Yderligere oplysninger
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.

Supplerende oplysninger
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 📧
Internetadresse: 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
Telefon: +45 41715000 📞
E-mail: kfst@kfst.dk 📧
Internetadresse: http://www.kfst.dk 🌏
Kilde: OJS 2018/S 211-482451 (2018-10-29)
Bekendtgørelse om indgåede kontrakter (2019-10-09)
Objekt
Omfanget af udbuddet
Den samlede værdi af udbuddet: 8 000 000 DKK 💰
Bekendtgørelsens metadata
Dokumenttype: Bekendtgørelse om indgåede kontrakter

Procedure
Bud-type: Finder ikke anvendelse

Ordregivende myndighed
Kontakt
E-mail: michael.wendt@mercer.com 📧
Telefon: +45 23234007 📞

Reference
Datoer
Afsendelsesdato: 2019-10-09 📅
Offentliggørelsesdato: 2019-10-14 📅
Identifikatorer
Bekendtgørelsesnummer: 2019/S 198-481789
Henviser til bekendtgørelse: 2018/S 211-482451
EUT-S-nummer: 198
Yderligere oplysninger
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.
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Objekt
Omfanget af udbuddet
Kort beskrivelse:
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.
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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).
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Procedure
Kriterier for tildeling
Kvalitetskriterium (navn): Quality and contract
Kvalitetskriterium (vægtning): 65 %
Pris (justeringskoefficient): 35 %

Tildeling af kontrakt
Dato for kontraktindgåelse: 2019-10-02 📅
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 📧
Land: 00 🏙️
Den samlede værdi af udbuddet: 7 822 500 DKK 💰
Oplysninger om udbud
Antal modtagne bud: 5

Ordregivende myndighed
Kontakt
Enhed: Michael Wendt

Reference
Yderligere oplysninger
All inquiries and questions must be in writing and made via digital tendering’s ‘Supplier questions and answers’ function.
Kilde: OJS 2019/S 198-481789 (2019-10-09)
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Region:
Danmark Danmark
Produkter/tjenester:
Finansielle tjenester og forsikringstjenester Bank- og investeringstjenesteydelser Porteføljeforvaltning