Awarding of a portfolio management mandate
Buyer: Fonds de compensation
- Published
- 28 May 2024
- Procedure
- Open procedure
- Lots
- 1
- Notice number
- 00314576-2024
- Reference
- 074bf91c-ff11-4794-a45d-d372f9dd1001
- Official source
- Official source
CPV codes
- 66000000Servicios financieros y de seguros
Description
The purpose of this tender is the provision of portfolio management services on behalf of Fonds de compensation commun au régime général de pension (FDC), which set up an umbrella investment company with variable capital – specialised investment fund in 2007 (in accordance with the amended law of 13 February 2007 on specialised investment funds). More precisely, the tender is related to the awarding of one (1) global sustainable unlisted infrastructure mandate. FDC is looking for an active mandate outperforming the benchmark associated to the given mandate. In addition, the objective of the mandate is to make unlisted infrastructure investments primarily in clean energy and related sectors, as well as unlisted infrastructure investments in other sectors determined to be sustainable and environmentally friendly. Regardless the investment strategy offered, the proposal must always comply with the investment guidelines as stated in the Issue Document as well as with the terms and conditions of the Investment Management Agreement being part of the tender documents as Appendices 6 and 7. The amount of assets of the mandate is indicative only and may vary during the execution of the mand…
Award criteria
- Quality — Tenderers experience and expertise of the staff dedicated to the management of the given mandate: weighting of 20%
- Quality — Investment process: weighting of 60%
- Price — Total management fees: weighting of 20%
Awards
| Awarded to | Amount | Date |
|---|---|---|
| Allianz Global Investors GmbH | — | — |
| Ardian France | — | — |
| AXA IM Prime | — | — |
| BlackRock Investment Management (UK) Limited | — | — |
| GCM Investments UK | — | — |
| Mercer Alternatives AG | — | — |
| Neuberger Berman AIFM S.à r.l. | — | — |
| Schroder Investment Management Europe S.A. | — | — |
| Hamilton Lane (UK) Limited | — | — |
| SWEN Capital Partners | — | — |
Official publications
- TED · 00314576-2024 · 28 May 2024
- OJS · 102/2024 · 28 May 2024
Other tenders from Fonds de compensation
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- The contracting authority is Fonds de compensation (European Union).
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