The object of the tender is to select two investment managers to manage LD Pensions’ assets within Danish High Grade Bonds and this tender therefore includes two lots. LD Pensions is acting on behalf of its fully owned subsidiary Kapitalforeningen LD (KLD). The contract will be signed with KLD.
A more detailed description of the characteristics of the mandates can be found in the investment guidelines (investment guidelines can be found in schedule 1 of the agreements).
The sizes of the mandates covered by this contract notice are indicative due to LD Pensions’ inability to determine the volume in advance. The value of the contracts is therefore LD Pensions’ best estimate.
Deadline
Fristen for modtagelse af bud var på 2020-06-02.
Indkøbet blev offentliggjort på 2020-04-24.
Leverandører
Følgende leverandører er nævnt i tildelingsbeslutninger eller andre indkøbsdokumenter:
Objekt Omfanget af udbuddet
Titel: LD Pensions’ Tender for an Agreement Concerning Danish High Grade Bonds
Produkter/tjenester: Porteføljeforvaltning📦
Kort beskrivelse:
“The object of the tender is to select two investment managers to manage LD Pensions’ assets within Danish High Grade Bonds and this tender therefore...”
Kort beskrivelse
The object of the tender is to select two investment managers to manage LD Pensions’ assets within Danish High Grade Bonds and this tender therefore includes two lots. LD Pensions is acting on behalf of its fully owned subsidiary Kapitalforeningen LD (KLD). The contract will be signed with KLD.
A more detailed description of the characteristics of the mandates can be found in the investment guidelines (investment guidelines can be found in schedule 1 of the agreements).
The sizes of the mandates covered by this contract notice are indicative due to LD Pensions’ inability to determine the volume in advance. The value of the contracts is therefore LD Pensions’ best estimate.
Vis mere
Anslået værdi uden moms: DKK 22 000 000 💰
Oplysninger om partier
Der kan afgives bud for alle partier
Maksimalt antal partier, der kan tildeles én tilbudsgiver: 1
1️⃣ Omfanget af udbuddet
Titel: Danish High Grade Bonds 1 incl. European Covered Bonds
Titel
Partiets identifikationsnummer: 1
Beskrivelse
Yderligere produkter/tjenester: Porteføljeforvaltning📦
Sted for udførelsen: Danmark🏙️
Beskrivelse af udbuddet:
“LD Pensions is selecting two investment managers to provide investment management services for the following mandates:
1) Danish High Grade Bonds incl....”
Beskrivelse af udbuddet
LD Pensions is selecting two investment managers to provide investment management services for the following mandates:
1) Danish High Grade Bonds incl. European Covered Bonds; and
2) Danish High Grade Bonds.
Expected size for both mandates is DKK 4 500 million, approx. EUR 600 million. The size of the mandates is indicative due to LD Pensions’ inability to determine the volume in advance.
Both mandates are actively managed, and the objective for both mandates is to outperform the benchmark over a time period of 2-3 years with an outperformance of 50-100 bp p.a. without direct duration bets. The benchmark for one of the mandates consists of Danish mortgage bonds and Danish government bonds, whereas the benchmark for the other mandate also includes European covered bonds in addition to Danish mortgage bonds and Danish government bonds.
A more detailed description of the characteristics of the mandates can be found in the investment guidelines (investment guidelines can be found in schedule 1 of the Agreements).
A tenderer can submit a tender for one of the mandates or both mandates. The two mandates will be awarded to two different Tenderers i.e. a tenderer cannot be awarded both agreements.
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 12 000 000 💰
Kontraktens, rammeaftalens eller det dynamiske indkøbssystems varighed
Nedenstående tidsramme er udtrykt i antal måneder.
Beskrivelse
Varighed: 48
Kontraktens, rammeaftalens eller det dynamiske indkøbssystems varighed
Denne kontrakt kan forlænges ✅ Beskrivelse
Beskrivelse af fornyelser: The contract can be renewed by 12 months, up to three times.
2️⃣ Omfanget af udbuddet
Titel: Danish High Grade Bonds 2
Titel
Partiets identifikationsnummer: 2
Beskrivelse
Beskrivelse af udbuddet:
“LD Pensions is selecting two investment managers to provide investment management services for the following mandates:
1) Danish High Grade Bonds incl....”
Beskrivelse af udbuddet
LD Pensions is selecting two investment managers to provide investment management services for the following mandates:
1) Danish High Grade Bonds incl. European Covered Bonds; and
2) Danish High Grade Bonds.
Expected size for both mandates is DKK 4 500 million, approx. EUR 600 million. The size of the mandates is indicative due to LD Pensions’ inability to determine the volume in advance.
Both mandates are actively managed, and the objective for both mandates is to outperform the benchmark over a time period of 2-3 years with an outperformance of 50-100 bp p.a. without direct duration bets. The benchmark for one of the mandates consists of Danish mortgage bonds and Danish government bonds, whereas the benchmark for the other mandate also includes European covered bonds in addition to Danish mortgage bonds and Danish government bonds.
A more detailed description of the characteristics of the mandates can be found in the Investment Guidelines (investment guidelines can be found in schedule 1 of the agreements).
A tenderer can submit a tender for one of the mandates or both mandates. The two mandates will be awarded to two different Tenderers i.e. a tenderer cannot be awarded both agreements.
Vis mere Omfanget af udbuddet
Anslået samlet værdi ekskl. moms: DKK 10 000 000 💰
Juridiske, økonomiske, finansielle og tekniske oplysninger Betingelser for deltagelse
Liste og kortfattet beskrivelse af betingelserne:
“The tenderer will have those licenses, authorizations and/or registrations as may be required pursuant to applicable law, in order to perform those...”
Liste og kortfattet beskrivelse af betingelserne
The tenderer will have those licenses, authorizations and/or registrations as may be required pursuant to applicable law, in order to perform those investment services under the agreement.
“Danish High Grade Bonds 1 incl. European Covered Bonds:
• the tenderer has asset under management (company-wide) for institutional investors of DKK 5...”
Danish High Grade Bonds 1 incl. European Covered Bonds:
• the tenderer has asset under management (company-wide) for institutional investors of DKK 5 billion as of 31 December 2019
Danish High Grade Bonds 2:
• the tenderer has asset under management (company-wide) for institutional investors of DKK 5 billion as of December 31 2019.
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Betingelser for deltagelse (tekniske og faglige kvalifikationer):
“Danish High Grade Bonds 1 incl. European Covered Bonds:
• the tenderer has either
1) A live track record for Danish High Grade Bonds incl. European Covered...”
Betingelser for deltagelse (tekniske og faglige kvalifikationer)
Danish High Grade Bonds 1 incl. European Covered Bonds:
• the tenderer has either
1) A live track record for Danish High Grade Bonds incl. European Covered Bonds since year end 2014 or
2) A live track record for Danish High Grade Bonds since year end 2014 and a live track record for European Covered Bonds since year end 2014.
Danish High Grade Bonds 2:
• The tenderer has a live track record for Danish High Grade Bonds since year end 2014.
Vis mere Betingelser i forbindelse med kontrakten
Betingelser for opfyldelse af kontrakten:
“Danish High Grade Bonds 1 incl. European Covered Bonds:
The tenderer will adhere to the investment guidelines stated in the investment management agreement...”
Betingelser for opfyldelse af kontrakten
Danish High Grade Bonds 1 incl. European Covered Bonds:
The tenderer will adhere to the investment guidelines stated in the investment management agreement schedule 1.
The Product has minimum DKK 4 billion available capacity at the time of contract signing.
Danish high grade bonds 2:
The tenderer will adhere to the investment guidelines stated in the investment management agreement schedule 1.
The product has minimum DKK 4 billion available capacity at the time of contract signing.
Procedure Type af procedure
Åben procedure
Administrative oplysninger
Frist for modtagelse af bud eller ansøgninger om deltagelse: 2020-06-02
16:00 📅
Sprog, på hvilke bud eller ansøgninger om deltagelse kan indgives: dansk 🗣️
Sprog, på hvilke bud eller ansøgninger om deltagelse kan indgives: engelsk 🗣️
Nedenstående tidsramme er udtrykt i antal måneder.
Minimumsfrist, inden for hvilken tilbudsgiveren skal opretholde tilbuddet: 6
Betingelser for åbning af buddene: 2020-06-02
16:00 📅
Supplerende oplysninger Yderligere oplysninger
“Both mandatory and voluntary grounds for exclusion apply in this tender procedure, cf. section 135-137 of the Danish Public Procurement Act.
A tenderer can...”
Both mandatory and voluntary grounds for exclusion apply in this tender procedure, cf. section 135-137 of the Danish Public Procurement Act.
A tenderer can submit a tender for one mandate or both mandates and each mandate will be evaluated separately. A tenderer can only be awarded one Agreement.
If a tenderer submits a tender for both mandates and in the case that a tenderer has received the highest score for both mandates, LD Pensions will award the agreement to the tenderer for the mandate where the tenderer has submitted the most competitive tender relatively to the other tenderers. Based on the final evaluation — as documented in the evaluation report — LD Pensions will for both mandates calculate the difference between scores for the tender that received the highest score and the tenderer that received the second highest score. The agreement will be awarded to the Tenderer for the mandate where difference between the total score is biggest.
In the case that the difference in score between the highest score and the second highest score for both mandates is equal, the most competitive tenderer will be based on the difference between quality of service.
LD Pensions has provided examples on the mechanisms described above in the tender specifications section 5.5.
In the case that the difference in score for quality of service between the highest score and the second highest score for both mandates is equal, LD Pensions will draw lots.
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://naevneneshus.dk/start-din-klage/klagenaevnet-for-udbud/🌏 Gennemgangsprocedure
Præcise oplysninger om fristerne for gennemgangsprocedurer:
“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...”
Præcise oplysninger om fristerne for gennemgangsprocedurer
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:
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).
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.
Vis mere 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 2020/S 083-196502 (2020-04-24)
Bekendtgørelse om indgåede kontrakter (2021-01-06) Objekt Omfanget af udbuddet
Kort beskrivelse:
“The object of the tender is to select two investment managers to manage LD Pensions’ assets within Danish High Grade Bonds and this tender therefore...”
Kort beskrivelse
The object of the tender is to select two investment managers to manage LD Pensions’ assets within Danish High Grade Bonds and this tender therefore includes two lots. LD Pensions is acting on behalf of its fully owned subsidiary Kapitalforeningen LD (KLD). The contract will be signed with KLD.
A more detailed description of the characteristics of the mandates can be found in the Investment Guidelines (Investment Guidelines can be found in Schedule 1 of the Agreements).
The sizes of the mandates covered by this contract notice are indicative due to LD Pensions’ inability to determine the volume in advance. The value of the contracts is therefore LD Pensions’ best estimate.
Vis mere
Samlet værdi af indkøbsaftalen (ekskl. moms): DKK 34 000 000 💰
Oplysninger om partier
Denne kontrakt er opdelt i partier ✅ Beskrivelse
Beskrivelse af udbuddet:
“LD Pensions is selecting two investment managers to provide investment management services for the following mandates:
1) Danish High Grade Bonds incl....”
Beskrivelse af udbuddet
LD Pensions is selecting two investment managers to provide investment management services for the following mandates:
1) Danish High Grade Bonds incl. European Covered Bonds; and
2) Danish High Grade Bonds.
Expected size for both mandates is DKK 4 500 million, approx. EUR 600 million. The size of the mandates is indicative due to LD Pensions’ inability to determine the volume in advance.
Both mandates are actively managed, and the objective for both mandates is to outperform the benchmark over a time period of 2-3 years with an outperformance of 50-100 bp p.a. without direct duration bets. The benchmark for one of the mandates consists of Danish mortgage bonds and Danish government bonds, whereas the benchmark for the other mandate also includes European covered bonds in addition to Danish mortgage bonds and Danish government bonds.
A more detailed description of the characteristics of the mandates can be found in the Investment Guidelines (Investment Guidelines can be found in Schedule 1 of the Agreements).
A tenderer can submit a tender for one of the mandates or both mandates. The two mandates will be awarded to two different Tenderers i.e. a Tenderer cannot be awarded both Agreements.
Vis mere Kriterier for tildeling
Kvalitetskriterium (navn): Quality of service
Kvalitetskriterium (vægtning): 90
Pris (justeringskoefficient): 10
Beskrivelse
Beskrivelse af udbuddet:
“LD Pensions is selecting two investment managers to provide investment management services for the following mandates:
1) Danish High Grade Bonds incl....”
Beskrivelse af udbuddet
LD Pensions is selecting two investment managers to provide investment management services for the following mandates:
1) Danish High Grade Bonds incl. European Covered Bonds; and
2) Danish High Grade Bonds.
Expected size for both mandates is DKK 4 500 million, approx. EUR 600 million. The size of the mandates is indicative due to LD Pensions’ inability to determine the volume in advance.
Both mandates are actively managed, and the objective for both mandates is to outperform the benchmark over a time period of 2-3 years with an outperformance of 50-100 bp p.a. without direct duration bets. The benchmark for one of the mandates consists of Danish mortgage bonds and Danish government bonds, whereas the benchmark for the other mandate also includes European covered bonds in addition to Danish mortgage bonds and Danish government bonds.
A more detailed description of the characteristics of the mandates can be found in the Investment Guidelines (Investment Guidelines can be found in Schedule 1 of the Agreements).
A tenderer can submit a tender for one of the mandates or both mandates. The two mandates will be awarded to two different Tenderers i.e. a Tenderer cannot be awarded both agreements.
Procedure Administrative oplysninger
Tidligere offentliggørelse vedrørende denne procedure: 2020/S 083-196502
Tildeling af kontrakt
1️⃣
Kontraktnummer: 1
Titel: Danish High Grade Bonds 1 incl. European Covered Bonds
Dato for indgåelse af kontrakten: 2020-11-04 📅
Oplysninger om udbud
Antal modtagne bud: 3
Antal modtagne bud fra SMV'er: 0
Antal modtagne bud fra tilbudsgivere fra andre EU-medlemsstater: 0
Antal modtagne bud fra bydende fra lande uden for EU: 0
Antal bud, der er modtaget ad elektronisk vej: 3
Navn og adresse på kontrahenten
Navn:
“Nordea Investment Management AB, Denmark, Filial af Nordea Investment Management AB, Sverige”
Nationalt registreringsnummer: 28715560
Postadresse: Strandgade 3
Postby: København
Postnummer: 1401
Land: Danmark 🇩🇰
Region: Danmark🏙️
Entreprenøren er en SMV
Oplysninger om kontraktens/parcellens værdi (ekskl. moms)
Kontraktens/parcellens samlede værdi: DKK 20 000 000 💰
2️⃣
Kontraktnummer: 2
Titel: Danish High Grade Bonds 2
Dato for indgåelse af kontrakten: 2020-12-14 📅
Oplysninger om udbud
Antal modtagne bud: 6
Antal bud, der er modtaget ad elektronisk vej: 6
Navn og adresse på kontrahenten
Navn: Danske Bank
Nationalt registreringsnummer: 61126228
Postadresse: Holmens Kanal 2-12
Postby: København K
Postnummer: 1092
Oplysninger om kontraktens/parcellens værdi (ekskl. moms)
Kontraktens/parcellens samlede værdi: DKK 14 000 000 💰
Supplerende oplysninger Gennemgangsprocedure
Præcise oplysninger om fristerne for gennemgangsprocedurer:
“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...”
Præcise oplysninger om fristerne for gennemgangsprocedurer
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:
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);
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.
Vis mere
Kilde: OJS 2021/S 006-009951 (2021-01-06)