LD Pensions’ Tender for an Agreement Concerning Danish Short Term Bonds

Lønmodtagernes Dyrtidsfond (‘LD Pensions’)

The object of the tender is to select an investment manager to manage LD Pensions’ assets within Danish Short Term Bonds. 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 size of the mandate 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:

Hvem? Hvad? Hvor?
Indkøbshistorik
Dato Dokument
2020-04-24 Udbudsbekendtgørelse
2021-01-06 Bekendtgørelse om indgåede kontrakter
Udbudsbekendtgørelse (2020-04-24)
Objekt
Omfanget af udbuddet
Titel: Porteføljeforvaltning
Kort beskrivelse:
The object of the tender is to select an investment manager to manage LD Pensions’ assets within Danish Short Term Bonds. 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 size of the mandate 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.
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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: Porteføljeforvaltning 📦
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 Alle 27
Postnummer: 2000
Postby: Frederiksberg
Kontakt
Internetadresse: https://www.ld.dk 🌏
E-mail: investeringsafdeling@ld.dk 📧
Telefon: +45 33368938 📞
URL til dokumenter: http://eu.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=268608&B=KROMANNREUMERT 🌏
URL til deltagelse: http://eu.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=268608&B=KROMANNREUMERT 🌏

Reference
Datoer
Afsendelsesdato: 2020-04-24 📅
Tilbudsfrist: 2020-06-02 📅
Offentliggørelsesdato: 2020-04-28 📅
Identifikatorer
Bekendtgørelsesnummer: 2020/S 083-196508
EUT-S-nummer: 83
Yderligere oplysninger
Both mandatory and voluntary grounds for exclusion apply in this tender procedure, cf. section 135-137 of the Danish Public Procurement Act.

Objekt
Omfanget af udbuddet
Kort beskrivelse:
The object of the tender is to select an investment manager to manage LD Pensions’ assets within Danish Short Term Bonds. 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 size of the mandate 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.
Anslået samlet værdi: 6 000 000 DKK 💰
Kort beskrivelse:
LD Pensions is selecting two Investment managers to provide investment management services for Danish High Short Term Bonds. Expected size for the mandate is DKK 2 000 million, approx. EUR 270 million. The size of the mandate is indicative due to LD Pensions’ inability to determine the volume in advance.
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The objective is to outperform the benchmark over a time period of 2-3 years with an outperformance of 25-50 bp p.a. Direct duration bets are not allowed. The investment universe and benchmark consists of Danish mortgage bonds and Danish government bonds.
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A more detailed description of the characteristics of the mandate can be found in the Investment Guidelines (Investment Guidelines can be found in Schedule 1 of the Agreement).
Anslået værdi uden moms: 6 000 000 DKK 💰
Varighed: 48 måneder
Beskrivelse af fornyelser: The contract can be renewed by 12 months, up to three times.

Juridiske, økonomiske, finansielle og tekniske oplysninger
Betingelser for deltagelse
Egnethed til at udøve det erhverv:
• 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.
Mindstekrav til niveauet:
• the tenderer has asset under management (company-wide) for institutional investors of DKK 5 billion as of 31 December 2019.
• the tenderer has a live track record for Danish Short Term Bonds since year end 2014.
Kontraktens udførelse
Betingelser for opfyldelse af kontrakten:
• the tenderer will adhere to the Investment guidelines stated in the investment management agreement schedule 1.
• the product has minimum DKK 2 billion available capacity at the time of contract signing.

Procedure
Retsgrundlag: 32014L0024
Tidspunkt for modtagelse af tilbud: 16:00
Sprog, på hvilke bud eller ansøgninger om deltagelse kan indgives: dansk 🗣️
engelsk 🗣️
Tilbuddets gyldighedsperiode: 6 måneder
Dato for åbning af tilbud: 2020-06-02 📅
Tidspunkt for åbning af tilbud: 16:00

Ordregivende myndighed
Identitet
Nationalt registreringsnummer: 61552812
Kontakt
Enhed: Claus Buchwald Christjansen
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=268608&B=KROMANNREUMERT 🌏

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://naevneneshus.dk/start-din-klage/klagenaevnet-for-udbud/ 🌏
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:
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.
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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 2020/S 083-196508 (2020-04-24)
Bekendtgørelse om indgåede kontrakter (2021-01-06)
Objekt
Omfanget af udbuddet
Kort beskrivelse:
The object of the tender is to select an Investment Manager to manage LD Pensions’ assets within Danish Short Term Bonds. 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 size of the mandate 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.
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Den samlede værdi af udbuddet: 5 000 000 DKK 💰
Bekendtgørelsens metadata
Dokumenttype: Bekendtgørelse om indgåede kontrakter

Procedure
Bud-type: Finder ikke anvendelse

Reference
Datoer
Afsendelsesdato: 2021-01-06 📅
Offentliggørelsesdato: 2021-01-11 📅
Identifikatorer
Bekendtgørelsesnummer: 2021/S 006-009950
Henviser til bekendtgørelse: 2020/S 083-196508
EUT-S-nummer: 6

Objekt
Omfanget af udbuddet
Kort beskrivelse:
The object of the tender is to select an Investment Manager to manage LD Pensions’ assets within Danish Short Term Bonds. LD Pensions is acting on behalf of its fully owned subsidiary Kapitalforeningen LD (KLD). The contract will be signed with KLD.
LD Pensions is selecting two Investment Managers to provide investment management services for Danish High Short Term Bonds. Expected size for the mandate is DKK 2 000 million, approx. EUR 270 million. The size of the mandate is indicative due to LD Pensions’ inability to determine the volume in advance.
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Procedure
Kriterier for tildeling
Kvalitetskriterium (navn): Quality of Service
Kvalitetskriterium (vægtning): 90
Pris (justeringskoefficient): 10

Tildeling af kontrakt
Dato for kontraktindgåelse: 2020-12-02 📅
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 🇩🇰
Den samlede værdi af udbuddet: 5 000 000 DKK 💰
Oplysninger om udbud
Antal modtagne bud: 6

Supplerende oplysninger
Gennemgå organ
Oplysninger om frister for klageprocedurer:
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).
Kilde: OJS 2021/S 006-009950 (2021-01-06)
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Produkter/tjenester:
Finansielle tjenester og forsikringstjenester Bank- og investeringstjenesteydelser Porteføljeforvaltning