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TED750475-2024

Management of Corporate European investment grade bonds

Ordregiver
Danmarks Grundforskningsfond
Oplyst værdi / estimat
4.000.000 DKK
Frist
—
Publiceret
9.12.2024
CPV
66140000
Leveringssted (NUTS)
Ikke oplyst

Dataposten opdateret . Datakilder, dækning og beregningsmetode.

Tildeling

Vinderlisten dækker bekendtgørelsen. Denne visning har ikke en sikker kobling mellem hver vinder, delkontrakt, værdi og udløbsdato. Se originalen for fordelingen.

Bekendtgørelsens samlede værdi: 450.000.000 DKKKontrakt indgået: 20.11.2024
Nordea Asset Management
CVR 28715560Oplyst værdi: 450.000.000 DKK

Beløb er offentliggjorte værdier i bekendtgørelser og kan omfatte flere delkontrakter, rammeaftalelofter og estimater. De viser ikke faktisk omsætning eller forbrug. Valutaer summeres hver for sig uden omregning. Manglende beløb er ikke nul. Se datagrundlag og metode.

Beskrivelse
Short description: The task consist of management of an active Corporate European investment grade bond portolio, respecting resposible investment criteria (ESG and Paris agreement), and reporting. The Danish National Research Foundation expects to initially invest DKK 450 million, approximately EUR 60 million. The term of the contract is expected to be five (5) years.

Procedure og udbudsmateriale

Oplysninger fra bekendtgørelsen kan dække flere delkontrakter. Listerne nedenfor er separate uddrag; rækkefølgen kobler ikke et kriterium til en beskrivelse eller delkontrakt. Kontrollér krav, vægtning, frister, optioner og eventuelle rettelser i originalmaterialet.

Proceduretype (kildens kode)

  • open

Tildelingskriterier

  • Portfolio management, organziation and assets under management.
  • Investment process, philosophy, and portfolio contruction.
  • Performance for the strategy
  • Responsible investments
  • Reporting
  • Contract
  • Price

Beskrivelser af tildelingskriterier

  • A stable and skilled investment team that has access to the necessary resources and allocates a large part of their time to European investment grade strategies will be considered positive. Furthermore, an independent compliance team using professional and sound risk measurement methods will be assessed positively. An asset manager that focuses on active portfolio management and maintains a realistic limit for the assets under management for the strategy is considered positive.
  • A stable investment process and a logically constructed portfolio, will be considered positive. An investment strategy that can comply with the investment requirements (as stipulated in the tender conditions) and has the potential to generate excess returns within those requirements will also be viewed positively.
  • The foundation will calculate market-compliant performance and risk ratios based on the historical data of the strategy provided (return and duration). A strategy demonstrating consistently high and stable risk-adjusted excess returns will be assessed positively. Furthermore, a long track record exhibiting consecutive periods of excess performance primarily attributable to security selection will be considered a positive factor.
  • A strategy complying with the foundation’s responsible investment policy is considered positive. Furthermore, integrating responsible investments considerations rigorously into the investment process and portfolio construction is considered a positive attribute. Additionally, engaging with companies and urging companies to comply with the responsible investment policy on topics where compliance is lacking is viewed favorably.
  • Positive assessment is given when the required and optional reports, can be delivered satisfactorily and align with the contracting authority's reporting preferences.
  • It is weighed positively if there are no, 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 authority to reject the tender as non-compliant.
  • The evaluation of the price criterion adheres to the specified evaluation model outlined in the tender conditions. The price evaluation involves a weighted assessment for portfolios of DKK 450 and 600 million, with each scenario carrying a 50% weight. The comparison will be based on the weighted cost percentage for these two scenarios. Costs are measured as the portfolio management fee, including any applicable additional fees (note that custody fees are excluded and hence not considered part of the evaluation).
Åbn originaludbud

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