Global Emerging Markets High Conviction Equities
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- Qualification deadline
- May 7, 2020Expired
- Procedure
- With prequalificationTwo stages
Brief
The object of the tender is to select an Investment Manager to manage LD Pensions’ assets within global emerging markets high conviction equities. The investment approach must be long term, fundamental stock picking based on a deep understanding of companies in the portfolio and the investment universe, and their environments, including macroeconomic and political environment. The intention is to generate alpha, adjusted for academically tested factors such as value, size, momentum, low-volatility and quality. The mandate is long only. The size of the mandate covered by this contract notice is indicative due to LD Pensions’ inability to determine the volume in advance. The value of the contract is therefore LD Pensions’ best estimate.
Bank- og finansformidlingstjenester
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Qualification requirements
Description
Company Assets Under Management in Global and Regional Emerging Markets Equity long-only products (Global Emerging + Regional Emerging Markets + Global Frontier Markets equity long-only products combined) as of 31 December 2019 was above USD 0.50 billion or EUR 0.45 billion.
Documentation Requirement
Don't know
Source
No source found in the documents. Check the requirement against the tender documents.
Description
Company Institutional assets under management in Global and Regional Emerging Markets Equity long-only products (as defined above) as a % of total Company assets under management in Global and Regional Emerging Markets Equity long-only products (as defined above), as of 31 December 2019, was above 50 %.
Documentation Requirement
Don't know
Source
No source found in the documents. Check the requirement against the tender documents.
Description
Number of segregated accounts (company-wide), with assets under management above USD 20.0 million or EUR 18.5 million, as of 31 December 2019, was 2 or above.
Documentation Requirement
Don't know
Source
No source found in the documents. Check the requirement against the tender documents.
Description
Positive shareholders equity as of 31 December 2019.
Documentation Requirement
Don't know
Source
No source found in the documents. Check the requirement against the tender documents.
Description
Average net income after tax for the calendar years 2017, 2018 and 2019 above 0 OR a ratio of [shareholders equity as of year-end 2019] to [the absolute value of the most negative yearly net income after tax for the calendar years 2017, 2018 and 2019] of at least 5.0x.
Documentation Requirement
Don't know
Source
No source found in the documents. Check the requirement against the tender documents.
Description
Each Applicant is required to submit one Relevant Reference. A Reference is a description of a current or recent client mandate, which is Relevant to, and demonstrates the Applicant’s ability to fulfill, the requirements of this Global Emerging Markets High Conviction Equities tender. The Reference clients’ track record must be included in the Applicant’s composite for the Global EM High Conviction strategy, in its entirety (since 2014 or inception if later), the Applicant must have at least a 63 month composite for the strategy as of March 31, 2020, and the track record must represent current capabilities and strategy.
Documentation Requirement
Don't know
Source
No source found in the documents. Check the requirement against the tender documents.
Previous winners
Who are you up against?
The suppliers who have won similar contracts at Lønmodtagernes Dyrtidsfond
From the notice
The object of the tender is to select an Investment Manager to manage LD Pensions’ assets within global emerging markets high conviction equities. The investment approach must be long term, fundamental stock picking based on a deep understanding of companies in the portfolio and the investment universe, and their environments, including macroeconomic and political environment. The intention is to generate alpha, adjusted for academically tested factors such as value, size, momentum, low-volatility and quality. The mandate is long only. The size of the mandate covered by this contract notice is indicative due to LD Pensions’ inability to determine the volume in advance. The value of the contract is therefore LD Pensions’ best estimate.
Contact
Kristoffer Fabricius Birchkfb@ld.dk- Competition · PrequalificationType
- 66140000Main codePortfolio management services