LD Pensions’ tender for an Agreement concerning Investment Management of Positive Pursuits for Kapitalforening LD

Lønmodtagernes Dyrtidsfond ("LD Pensions")

The object of the tender is to find an Investment Manager for handling LD Pensions’ assets within the Positive Pursuits equity mandate. LD Pensions is acting on behalf of its fully owned subsidiary Kapitalforeningen LD (KLD). The contract will be signed with KLD.
The size of the mandate covered by this contract notice is indicative due to LD Pensions’ inability to determine the volume in advance. The value of the contract is therefore LD Pensions best estimate based on the current assets.

Deadline

Fristen for modtagelse af bud var på 2019-07-19. Indkøbet blev offentliggjort på 2019-06-14.

Leverandører

Følgende leverandører er nævnt i tildelingsbeslutninger eller andre indkøbsdokumenter:

Hvem? Hvad? Hvor?
Indkøbshistorik
Dato Dokument
2019-06-14 Udbudsbekendtgørelse
2020-03-05 Bekendtgørelse om indgåede kontrakter
Udbudsbekendtgørelse (2019-06-14)
Objekt
Omfanget af udbuddet
Titel: Forvaltning af pensionsfondsinvesteringer
Kort beskrivelse:
The object of the tender is to find an Investment Manager for handling LD Pensions’ assets within the Positive Pursuits equity mandate. LD Pensions is acting on behalf of its fully owned subsidiary Kapitalforeningen LD (KLD). The contract will be signed with KLD. The size of the mandate covered by this contract notice is indicative due to LD Pensions’ inability to determine the volume in advance. The value of the contract is therefore LD Pensions best estimate based on the current assets.
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Bekendtgørelsens metadata
Originalsprog: engelsk 🗣️
Dokumenttype: Udbudsbekendtgørelse
Kontraktens art: Tjenesteydelser
Forordning: Den Europæiske Union, med deltagelse af GPA-lande
Fælles glossar for offentlige kontrakter (CPV)
Kode: Forvaltning af pensionsfondsinvesteringer 📦
Yderligere CPV-kode: Porteføljeforvaltning 📦
Sted for udførelsen
NUTS-region: Danmark 🏙️

Procedure
Procedureform: Offentligt udbud
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: Lønmodtagernes Dyrtidsfond ("LD Pensions")
Postadresse: Dirch Passers Allé 27, 2.
Postnummer: 2000
Postby: Frederiksberg
Kontakt
Internetadresse: http://www.ld.dk 🌏
E-mail: investeringsafdeling@ld.dk 📧
Telefon: +45 33368900 📞
URL til dokumenter: http://eu.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=241377&B=KROMANNREUMERT 🌏
URL til deltagelse: http://eu.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=241377&B=KROMANNREUMERT 🌏

Reference
Datoer
Afsendelsesdato: 2019-06-14 📅
Tilbudsfrist: 2019-07-19 📅
Offentliggørelsesdato: 2019-06-18 📅
Identifikatorer
Bekendtgørelsesnummer: 2019/S 115-282694
EUT-S-nummer: 115

Objekt
Omfanget af udbuddet
Kort beskrivelse:
The object of the tender is to find an Investment Manager for handling LD Pensions’ assets within the Positive Pursuits equity mandate. LD Pensions is acting on behalf of its fully owned subsidiary Kapitalforeningen LD (KLD). The contract will be signed with KLD.
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The size of the mandate covered by this contract notice is indicative due to LD Pensions’ inability to determine the volume in advance. The value of the contract is therefore LD Pensions best estimate based on the current assets.
Anslået samlet værdi: 2 800 000 EUR 💰
Kort beskrivelse:
LD Pensions is selecting an Investment Manager to provide investment management services for the following mandate: Positive Pursuits equity (expected size 1 200 million DKK / appx. 160 million EUR) The mandate is a segregated account and the investment style is active. The objective is to deliver competitive risk adjusted equity returns over a full market cycle. The investment universe of the Fund is limited and defined as companies with a purpose, product or service that match the Future-Fit Foundation Positive Pursuits, by either:
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— Creating positive impact itself – by taking action to foster wellbeing or restore the environment,
— Amplify the positive impact of others – by helping them take action to foster wellbeing or restore the environment,
— Reduce the negative impact of others – by helping them avoid actions that undermine wellbeing or degrade the environment.
A more detailed description of the characteristics of the mandate can be found in the document “Investment Guidelines” and the questionnaire which both can be obtained on EU-supply. The size of the mandate covered by this contract notice is indicative due to LD Pensions’ inability to determine the volume in advance.
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Anslået værdi uden moms: 2 800 000 EUR 💰
Varighed: 60 måneder
Beskrivelse af fornyelser: The contract can be extended 2 times 12 months.
Sted for udførelsen
Hovedsted eller sted for udførelsen: 2000 Frederiksberg

Procedure
Retsgrundlag: 32014L0024
Tidspunkt for modtagelse af tilbud: 23:00
Sprog, på hvilke bud eller ansøgninger om deltagelse kan indgives: engelsk 🗣️
Tilbuddets gyldighedsperiode: 6 måneder
Dato for åbning af tilbud: 2019-07-19 📅
Tidspunkt for åbning af tilbud: 23:00

Ordregivende myndighed
Identitet
Nationalt registreringsnummer: 61552812
Kontakt
Enhed: Kristoffer Birch
Internetadresse: www.ld.dk 🌏
Køberprofilens adresse: https://eu.eu-supply.com/ctm/Company/CompanyInformation/Index/352919 🌏
URL til dokumenter: http://eu.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=241377&B=KROMANNREUMERT 🌏

Supplerende oplysninger
Gennemgå organ
Navn: Klagenævnet for Udbud
Postadresse: Nævnenes Hus, Toldboden 2
Postby: Viborg
Postnummer: 8800
Land: Danmark 🇩🇰
Telefon: +45 72405600 📞
E-mail: klfu@naevneneshus.dk 📧
Internetadresse: https://naevneneshus.dk/start-din-klage/klagenaevnet-for-udbud/vejledning/ 🌏
Oplysninger om frister for klageprocedurer:
In accordance with Act no. 953 2.6.2016 (Lov om klagenævnet for Udbud m.v.), the deadlines for submitting a complaint are the following:
Complaints about the award procedure must be lodged with the Danish Complaints Board for Public Procurement before the expiry of:
1) 45 calendar days after the contracting authority has published a notice in the official Journal of the European Union (with effect form the day following the publication date),
2) 30 calendar days from the day following the day on which the contracting authority has informed the tenderers that the contracting authority have entered into a contract based on a framework agreement with reopening of competition or a dynamic purchasing system if the notification includes a sort account of the relevant reasons for the decision,
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3) 6 months after the contracting authority has signed a framework agreement from the day following the day that the contracting authority has notified the tenderers, cf. section 2, 2) of the Act or section 171, 4) of the Danish Public Procurement Act,
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4) 20 calendar days form the day after the day the contracting authority has announced its decision see section 185, 2) of the Danish Public Procurement Act.
The complainant must inform the contracting authority of the complaint in writing and not later than simultaneously with the lodging of the complaint to the Danish Board of Public Procurement. The complaint must state whether the complaint was lodged in the stand still period. If the complaint has not been lodged in the stand still period, the complaint must also state whether the complaint is requested to be given suspensive effect.
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Tjeneste, hvorfra der kan indhentes oplysninger om klageproceduren
Samme som: Gennemgå organ
Kilde: OJS 2019/S 115-282694 (2019-06-14)
Bekendtgørelse om indgåede kontrakter (2020-03-05)
Objekt
Omfanget af udbuddet
Kort beskrivelse:
The object of the tender is to find an investment manager for handling LD Pensions’ assets within the positive pursuits equity mandate. LD Pensions is acting on behalf of its fully owned subsidiary Kapitalforeningen LD (KLD). The contract will be signed with KLD. The size of the mandate covered by this contract notice is indicative due to LD Pensions’ inability to determine the volume in advance. The value of the contract is therefore LD Pensions best estimate based on the current assets.
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Den samlede værdi af udbuddet: 3 400 000 EUR 💰
Bekendtgørelsens metadata
Dokumenttype: Bekendtgørelse om indgåede kontrakter

Procedure
Bud-type: Finder ikke anvendelse

Ordregivende myndighed
Identitet
Navn på ordregivende myndighed: Lønmodtagernes Dyrtidsfond (‘LD Pensions’)

Reference
Datoer
Afsendelsesdato: 2020-03-05 📅
Offentliggørelsesdato: 2020-03-09 📅
Identifikatorer
Bekendtgørelsesnummer: 2020/S 048-114229
Henviser til bekendtgørelse: 2019/S 115-282694
EUT-S-nummer: 48

Objekt
Omfanget af udbuddet
Kort beskrivelse:
The object of the tender is to find an investment manager for handling LD Pensions’ assets within the positive pursuits equity mandate. LD Pensions is acting on behalf of its fully owned subsidiary Kapitalforeningen LD (KLD). The contract will be signed with KLD.
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LD Pensions is selecting an investment manager to provide investment management services for the following mandate: positive pursuits equity (expected size DKK 1.200 million/appx. EUR 160 million). The mandate is a segregated account and the investment style is active. The objective is to deliver competitive risk adjusted equity returns over a full market cycle. The investment universe of the Fund is limited and defined as companies with a purpose, product or service that match the Future-Fit Foundation Positive Pursuits, by either:
Vis mere
• creating positive impact itself – by taking action to foster well-being or restore the environment,
• amplify the positive impact of others – by helping them take action to foster well-being or restore the environment,
• reduce the negative impact of others – by helping them avoid actions that undermine well-being or degrade the environment.
A more detailed description of the characteristics of the mandate can be found in the document ‘Investment Guidelines’ and the questionnaire which both can be obtained on EU-supply. The size of the mandate covered by this contract notice is indicative due to LD Pensions’ inability to determine the volume in advance.
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Sted for udførelsen
Hovedsted eller sted for udførelsen: 2000 Frederiksberg.

Procedure
Kriterier for tildeling
Kvalitetskriterium (navn): Quality of service
Kvalitetskriterium (vægtning): 75 %
Kvalitetskriterium (navn): Process
Kvalitetskriterium (vægtning): 10 %
Pris (justeringskoefficient): 15 %

Tildeling af kontrakt
Dato for kontraktindgåelse: 2020-02-27 📅
Navn: Nordea Investment Management
Nationalt registreringsnummer: 28715560
Postadresse: Strandgade 3
Postby: København
Postnummer: 1401
Land: Danmark 🇩🇰
Den samlede værdi af udbuddet: 3 400 000 EUR 💰
Oplysninger om udbud
Antal modtagne bud: 17

Supplerende oplysninger
Gennemgå organ
Oplysninger om frister for klageprocedurer:
In accordance with Act No 953 2.6.2016 (Lov om klagenævnet for Udbud m.v.), the deadlines for submitting a complaint are the following:
1) 45 calendar days after the contracting authority has published a notice in the official Journal of the European Union (with effect form the day following the publication date);
2) 30 calendar days from the day following the day on which the contracting authority has informed the tenderers that the contracting authority has entered into a contract based on a framework agreement with reopening of competition or a dynamic purchasing system if the notification includes a sort account of the relevant reasons for the decision;
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3) 6 months after the contracting authority has signed a framework agreement from the day following the day that the contracting authority has notified the tenderers, cf. section 2, 2) of the Act or section 171, 4) of the Danish Public Procurement Act;
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Kilde: OJS 2020/S 048-114229 (2020-03-05)
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Region:
Danmark Danmark
Produkter/tjenester:
Finansielle tjenester og forsikringstjenester Bank- og investeringstjenesteydelser Porteføljeforvaltning Forvaltning af pensionsfondsinvesteringer