Management of high-yield bonds in a UCITS Fund
Ordregiver: Danmarks Grundforskningsfond
- Offentliggjort
- 15 september 2025
- Anslået værdi
- 460.000.000 kr
- Procedure
- Offentligt udbud
- Delkontrakter
- 1
- Bekendtgørelsesnummer
- 00600302-2025-01
- Reference
- b44d8fd3-46b8-4c9f-9c47-3556b9fcf7ef
- Officiel kilde
- Officiel kilde
CPV-koder
- 66140000Porteføljeforvaltning
Beskrivelse
Management of high-yield bonds in a UCITS (Undertakings for Collective Investment in Transferable Securities) fund, respecting responsible investment criteria (ESG, Paris Agreement, engagement etc.), and reporting. The investment strategy shall be active and invest in corporate high-yield bonds, where US or global developed markets strategies are accepted. The Danish National Research Foundation expects to initially invest approximately DKK 460 million (EUR 62m) in the fund. The procurement procedure will be conducted as an open procedure (in Danish: “offentligt udbud”) pursuant to the European Procurement legal framework as implemented in national Danish legislation, see Title II of the Danish Public Procurement Act. The open procedure comprises one phase, i.e., no prequalification takes place. The tender conditions describe the procedure for the procurement and set the guidelines and conditions for the submission of tenders, communication between the tenderer and the contracting authority as well as information about the procurement procedure in general. All tenderers are urged to carefully examine not only these Tender Conditions, but all tender documents as they contain the inf…
Tildelingskriterier
- Kvalitet — • An organization where the management of high yield bonds has a high priority and there is a reasonable capacity limit (assets under management) for the strategy • A stable and skilled investment…
- Kvalitet — • An investment philosophy that is linked to the investment process, a stable investment process and a logically constructed portfolio• An overall investment strategy that aligns with the investment…
- Kvalitet — The Foundation will calculate market-compliant performance and risk ratios based on historical data on the strategy provided (return and duration). Especially, the following elements will be…
- Kvalitet — • A policy that can comply with the foundation’s responsible investment policy (refer to section 2.1.2 in Appendix B)• Integrating responsible investments considerations rigorously into the…
- Kvalitet — Positive assessment is given when the required and optional reports, as indicated in section 2.1.3 in Appendix B, can be delivered satisfactorily and align with the contracting authority's reporting…
- Kvalitet — It is weighed positively if there are none, small or few reservations to the contract. Any reservation will be priced; if it is not possible to price a reservation, it may force the contracting…
- Pris — The evaluation of the price criterion follows the outlined evaluation model in para 7.2 below. The price evaluation involves a weighted price for portfolios of resp. 350, 450 and 550 million DKK. The…
Tildelinger
| Tildelt til | Beløb | Dato |
|---|---|---|
| Jyske Bank A/S | 2.500.000 kr | 8 august 2025 |
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Ofte stillede spørgsmål
- Hvad er den anslåede værdi af dette udbud?
- Den anslåede værdi offentliggjort af ordregiveren er 460.000.000 kr.
- Hvem er ordregiver for dette udbud?
- Ordregiveren er Danmarks Grundforskningsfond (Danmark).
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