Portfolio Management of Global Inflation-linked Bonds

Danmarks Grundforskningsfond

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:

Hvem? Hvad? Hvor?
Indkøbshistorik
Dato Dokument
2020-12-01 Udbudsbekendtgørelse
2021-05-11 Bekendtgørelse om indgåede kontrakter
Udbudsbekendtgørelse (2020-12-01)
Objekt
Omfanget af udbuddet
Titel: Porteføljeforvaltning
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.
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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: Danmarks Grundforskningsfond
Postadresse: Holbergsgade 14, 1
Postnummer: 1057
Postby: København K
Kontakt
Internetadresse: http://www.dg.dk 🌏
E-mail: bt@dg.dk 📧
Telefon: +45 24255859 📞
URL til dokumenter: http://eu.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=281810&B=KA 🌏
URL til deltagelse: http://eu.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=281810&B=KA 🌏

Reference
Datoer
Afsendelsesdato: 2020-12-01 📅
Tilbudsfrist: 2021-01-20 📅
Offentliggørelsesdato: 2020-12-04 📅
Identifikatorer
Bekendtgørelsesnummer: 2020/S 237-584560
EUT-S-nummer: 237
Yderligere oplysninger
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.
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Objekt
Omfanget af udbuddet
Anslået samlet værdi: 2 000 000 DKK 💰
Kort beskrivelse: See II.1.4).
Anslået værdi uden moms: 2 000 000 DKK 💰
Varighed: 60 måneder
Sted for udførelsen
Hovedsted eller sted for udførelsen: København K.

Juridiske, økonomiske, finansielle og tekniske oplysninger
Betingelser for deltagelse
Egnethed til at udøve det erhverv:
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.
Oplysninger om et bestemt erhverv: Services
Henvisning til relevante love eller regler:
Consolidated Act No 937 of 6 September 2019 on Financial Business as amended (In Danish: Lov om finansiel virksomhed).

Procedure
Retsgrundlag: 32014L0024
Tidspunkt for modtagelse af tilbud: 23:59
Sprog, på hvilke bud eller ansøgninger om deltagelse kan indgives: engelsk 🗣️
Tilbuddets gyldighedsperiode: 8 måneder
Dato for åbning af tilbud: 2021-01-20 📅
Tidspunkt for åbning af tilbud: 23:59
Sted: Opening of the tenders will not be public.

Ordregivende myndighed
Identitet
Nationalt registreringsnummer: 17730290
Kontakt
Enhed: DG — Boje Thosti
Internetadresse: www.dg.dk 🌏
URL til dokumenter: http://eu.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=281810&B=KA 🌏

Reference
Yderligere oplysninger
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
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.

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://klfu.naevneneshus.dk/ 🌏
Oplysninger om frister for klageprocedurer:
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
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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 237-584560 (2020-12-01)
Bekendtgørelse om indgåede kontrakter (2021-05-11)
Objekt
Omfanget af udbuddet
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.
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Den samlede værdi af udbuddet: 2 100 000 DKK 💰
Bekendtgørelsens metadata
Dokumenttype: Bekendtgørelse om indgåede kontrakter

Procedure
Bud-type: Finder ikke anvendelse

Reference
Datoer
Afsendelsesdato: 2021-05-11 📅
Offentliggørelsesdato: 2021-05-14 📅
Identifikatorer
Bekendtgørelsesnummer: 2021/S 093-244093
Henviser til bekendtgørelse: 2020/S 237-584560
EUT-S-nummer: 93
Yderligere oplysninger
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.
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Objekt
Omfanget af udbuddet
Kort beskrivelse: See II.1.4.
Sted for udførelsen
Hovedsted eller sted for udførelsen: København K

Procedure
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
Contract
Pris (justeringskoefficient): 25 %

Tildeling af kontrakt
Dato for kontraktindgåelse: 2021-04-19 📅
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 📧
Land: Byen København 🏙️
Den samlede værdi af udbuddet: 2 100 000 DKK 💰
Oplysninger om udbud
Antal modtagne bud: 4

Ordregivende myndighed
Kontakt
Enhed: DG – Boje Thosti

Reference
Yderligere oplysninger
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.

Supplerende oplysninger
Gennemgå organ
Oplysninger om frister for klageprocedurer:
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.
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More information may be obtained from the Complaints Board, see https://naevneneshus.dk/media/9802/complaint-guidelines.pdf
Organ med ansvar for mæglingsprocedurer
Navn: There is no such body in Denmark
Postby: n/a
Land: Danmark 🇩🇰
Kilde: OJS 2021/S 093-244093 (2021-05-11)
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Produkter/tjenester:
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