The Danish National Research Foundation (Danmarks Grundforskningsfond) calls for tenders for a contract concerning portfolio management of global inflation-linked bonds currently worth around DKK 600 million as a segregated account (The mandate) hedged to EUR. The term of the contract is expected to be five (5) years. The annual portfolio fee should be dependent on the size of the portfolio and a minimum fee, if any, but without performance fee.
Deadline
Fristen for modtagelse af bud var på 2021-01-20.
Indkøbet blev offentliggjort på 2020-12-01.
Leverandører
Følgende leverandører er nævnt i tildelingsbeslutninger eller andre indkøbsdokumenter:
Objekt Omfanget af udbuddet
Titel: Portfolio Management of Global Inflation-linked Bonds
Produkter/tjenester: Porteføljeforvaltning📦
Kort beskrivelse:
“The Danish National Research Foundation (Danmarks Grundforskningsfond) calls for tenders for a contract concerning portfolio management of global...”
Kort beskrivelse
The Danish National Research Foundation (Danmarks Grundforskningsfond) calls for tenders for a contract concerning portfolio management of global inflation-linked bonds currently worth around DKK 600 million as a segregated account (The mandate) hedged to EUR. The term of the contract is expected to be five (5) years. The annual portfolio fee should be dependent on the size of the portfolio and a minimum fee, if any, but without performance fee.
1️⃣
Yderligere produkter/tjenester: Porteføljeforvaltning📦
Sted for udførelsen: Danmark🏙️
Hovedsted eller sted for udførelsen: København K.
Beskrivelse af udbuddet: See II.1.4).
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 2 000 000 💰
Kontraktens, rammeaftalens eller det dynamiske indkøbssystems varighed
Nedenstående tidsramme er udtrykt i antal måneder.
Beskrivelse
Varighed: 60
Juridiske, økonomiske, finansielle og tekniske oplysninger Betingelser for deltagelse
Liste og kortfattet beskrivelse af betingelserne:
“Tenderers must have authorisation to carry out investment services in Denmark, including portfolio management and investment advice. See tender material,...”
Liste og kortfattet beskrivelse af betingelserne
Tenderers must have authorisation to carry out investment services in Denmark, including portfolio management and investment advice. See tender material, Appendix B: Tender conditions, para 4.2.
Vis mere Økonomisk og finansiel stilling
Udvælgelseskriterier som anført i udbudsdokumenterne
Teknisk og faglig kompetence
Udvælgelseskriterier som anført i udbudsdokumenterne
Oplysninger om et bestemt erhverv
Forbeholdt et bestemt erhverv
Henvisning til den relevante lov eller administrative bestemmelse:
“Consolidated Act No 937 of 6 September 2019 on Financial Business as amended (In Danish: Lov om finansiel virksomhed).” 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
Åben procedure
Administrative oplysninger
Frist for modtagelse af bud eller ansøgninger om deltagelse: 2021-01-20
23:59 📅
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: 8
Betingelser for åbning af buddene: 2021-01-20
23:59 📅
Betingelser for åbning af buddene (sted): Opening of the tenders will not be public.
Supplerende oplysninger Yderligere oplysninger
“All communication and information concerning the procurement are performed using electronic means of communication only.
The electronic procurement system...”
All communication and information concerning the procurement are performed using electronic means of communication only.
The electronic procurement system is accessible via ‘Digitale Udbud’ https://eu.eu-supply.com/login.asp?B=KA
Further guidance is available here: https://eu.eusupply.com/img/brandings/ka_quickguide_en.pdf
Any challenges concerning the use of the electronic procurement system may be solved as described in the system by email to: dksupport@eu-supply.com or telephone +45 70208014.
The tender as well as all communication and documents must be in English. However, documents in Danish that have not previously been translated into English, may be Submitted in Danish.
Vis mere 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📧
URL: https://klfu.naevneneshus.dk/🌏 Gennemgangsprocedure
Præcise oplysninger om fristerne for gennemgangsprocedurer:
“Review procedures are laid down in Consolidated Act No 593 of 2 June 2016 on the Danish Complaints Board for Public Procurement, see...”
Præcise oplysninger om fristerne for gennemgangsprocedurer
Review procedures are laid down in Consolidated Act No 593 of 2 June 2016 on the Danish Complaints Board for Public Procurement, see www.retsinformation.dk
Any complaints must be filed with the Complaints Board within 45 calendar days after the contracting authority’s publication of a notice in the Official Journal of the European Union that a contract has been concluded. The deadline starts the day after publication of the notice. The complainant is obliged to simultaneously inform the contracting authority that a complaint has been filed with the Complaints Board. Also, the complainant must inform whether the complaint has been filed during the stand still period, and, if not, whether suspensory effect is sought for. More information may be obtained from the Complaints Board, see https://naevneneshus.dk/media/9802/complaint-guidelines.pdf
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 237-584560 (2020-12-01)
Bekendtgørelse om indgåede kontrakter (2021-05-11) Ordregivende myndighed Navn og adresser
Kontaktperson: DG – Boje Thosti
Objekt Omfanget af udbuddet
Titel: Portfolio management of global inflation-linked bonds
Kort beskrivelse:
“The Danish National Research Foundation (Danmarks Grundforskningsfond) calls for tenders for a contract concerning portfolio management of global...”
Kort beskrivelse
The Danish National Research Foundation (Danmarks Grundforskningsfond) calls for tenders for a contract concerning portfolio management of global inflation-linked bonds currently worth around DKK 600 000 000 as a segregated account (The mandate) hedged to EUR. The term of the contract is expected to be five (5) years. The annual portfolio fee should be dependent on the size of the portfolio and a minimum fee, if any, but without performance fee.
Vis mere
Samlet værdi af indkøbsaftalen (ekskl. moms): DKK 2 100 000 💰
Beskrivelse
Hovedsted eller sted for udførelsen: København K
Beskrivelse af udbuddet: See II.1.4.
Kriterier for tildeling
Kvalitetskriterium (navn): Organization and asset under management
Kvalitetskriterium (vægtning): 25 %
Kvalitetskriterium (navn): Investment philosophy, process and portfolio construction
Kvalitetskriterium (vægtning): 20 %
Kvalitetskriterium (navn): Performance
Kvalitetskriterium (vægtning): 15 %
Kvalitetskriterium (navn): Compliance
Kvalitetskriterium (vægtning): 5 %
Kvalitetskriterium (navn): Reporting
Kvalitetskriterium (navn): Contract
Pris (justeringskoefficient): 25 %
Procedure Administrative oplysninger
Tidligere offentliggørelse vedrørende denne procedure: 2020/S 237-584560
Tildeling af kontrakt
1️⃣
Titel: Portfolio management of global Inflation-linked bonds
Dato for indgåelse af kontrakten: 2021-04-19 📅
Oplysninger om udbud
Antal modtagne bud: 4
Antal bud, der er modtaget ad elektronisk vej: 4
Navn og adresse på kontrahenten
Navn: Danske Bank Asset Management
Nationalt registreringsnummer: 61126228
Postadresse: Parallelvej 17
Postby: Kgs. Lyngby
Postnummer: 2800
Land: Danmark 🇩🇰
Telefon: +45 24908255📞
E-mail: amog@danskebank.dk📧
Region: Byen København🏙️
Entreprenøren er en SMV
Oplysninger om kontraktens/parcellens værdi (ekskl. moms)
Kontraktens/parcellens samlede værdi: DKK 2 100 000 💰
Supplerende oplysninger Yderligere oplysninger
“All communication and information concerning the procurement are performed using electronic means of communication only.
The electronic procurement system...”
All communication and information concerning the procurement are performed using electronic means of communication only.
The electronic procurement system is accessible via ‘Digitale Udbud’ https://eu.eu-supply.com/login.asp?B=KA
Further guidance is available here: https://eu.eusupply.com/img/brandings/ka_quickguide_en.pdf
Any challenges concerning the use of the electronic procurement system may be solved as described in the system by e-mail to: dksupport@eu-supply.com or telephone +45 70208014.
The tender as well as all communication and documents must be in English. However, documents in Danish that have not previously been translated into English, may be submitted in Danish.
Vis mere Organ med ansvar for mæglingsprocedurer
Navn: There is no such body in Denmark
Postby: n/a
Land: Danmark 🇩🇰 Gennemgangsprocedure
Præcise oplysninger om fristerne for gennemgangsprocedurer:
“Review procedures are laid down in Consolidated Act No 593 of 2 June 2 2016 on the Danish Complaints Board for Public Procurement, see...”
Præcise oplysninger om fristerne for gennemgangsprocedurer
Review procedures are laid down in Consolidated Act No 593 of 2 June 2 2016 on the Danish Complaints Board for Public Procurement, see www.retsinformation.dk
Any complaints must be filed with the Complaints Board within 45 calendar days after the contracting authority’s publication of a notice in the Official Journal of the European Union that a contract has been concluded. The deadline starts the day after publication of the notice. The complainant is obliged to simultaneously inform the contracting authority that a complaint has been filed with the Complaints Board. Also, the complainant must inform whether the complaint has been filed during the stand still period, and, if not, whether suspensory effect is sought for.
More information may be obtained from the Complaints Board, see https://naevneneshus.dk/media/9802/complaint-guidelines.pdf
Vis mere
Kilde: OJS 2021/S 093-244093 (2021-05-11)