2024PR043 IMPQQ for the provision of sustainability and responsible investment services to the National Treasury Management Agency (NTMA) for funds controlled and managed by the NTMA
- Published
- 2 July 2025
- Procedure
- Negotiated procedure
- Notice number
- 00427934-2025
- Reference
- 1e310125-fd95-4dd9-8fcb-d9a6190f6159
- Official source
- Official source
CPV codes
- 66100000Servicios bancarios y de inversión
- 66120000Servicios bancarios de inversiones y servicios relacionados
Description
The National Treasury Management Agency ("NTMA") is seeking expressions of interest for the provision of sustainability and responsible investment services, for funds controlled and managed by the NTMA. Please see the Information Memorandum and Pre-qualification Questionnaire (IMPQQ) attached to this notice for further information.
Lots (2)
| Lot | Description | CPV code | Amount |
|---|---|---|---|
| 1 | Lot 1 - Portfolio Analytics | 66100000 Servicios bancarios y de inversión | — |
| 2 | Lot 2 - Proxy Voting and Shareholder Engagement Services | 66100000 Servicios bancarios y de inversión | — |
Award criteria
- Quality — Proposed Solution
- Quality — Implementation and Onboarding Methodology
- Quality — Proposed Team
- Price — Fees
- Quality — Approach and Methodolgy
- Quality — Technical Solution
Awards
| Awarded to | Amount | Date |
|---|---|---|
| ISS STOXX | €2,398,500 | — |
| Federated Hermes Limited (FHL) | €1,524,800 | — |
Official publications
- TED · 00427934-2025 · 2 July 2025
- OJS · 124/2025 · 2 July 2025
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Frequently asked questions
- Who is the buyer of this tender?
- The contracting authority is National Treasury Management Agency (NTMA) (European Union).
- How can I bid for public tenders in European Union?
- Bids are submitted through the official procurement portal of European Union. El Vínculo helps you find tenders and analyse their documents; submission always happens at the official source.
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