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    Investment Management Agreement concerning Listed Alternatives

    Lønmodtagernes Dyrtidsfond

    Investment Management Agreement concerning Listed Alternatives

    1. Contract signed

      May 7, 2024 12:00 AMMay 7, 2024 12:00 AM

    2. Result notice published

      Jul 4, 2024 10:25 AMJuly 4, 2024 10:25 AM

    Brief

    Denmark: Tenders/Lønmodtagernes Dyrtidsfond/Investment Management Agreement concerning Listed Alternatives

    Awarded

    The competition has ended and a winner has been selected.

    Deadline
    Jul 3, 2024Expired
    Award
    Pricing & Costs 20%
    Procedure
    OpenSingle stage
    Agreement
    Buying services
    Estimated value
    €4Mover 5 years

    Brief

    The investment manager will provide investment management services for LD Pensions' assets within Listed Alternatives

    Bank- og finansformidlingstjenester

    Result

    TED
    • BI Asset Management Fondsmæglerselskab A/S
      Winner
    • Number of bids
      12
    • Contract value
      DKK 12,250,000

    Custom Assessment Criteria

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    Award Criteria

    • Description

      The evaluation of “Quality of Service” will be based on the information and answers provided in Appendix 5a/5b. The criterion “Quality of Service” will be evaluated on the basis of the following sub-criteria (which add up to 80 %): Company – 5 %; Assets under Management & Asset Class Experience – 5 %; Investment Team – 20 %; Investment Philosophy & Process - 20%; Trade Execution – 10 %; ESG – 5 %; Performance and Reporting – 10%; Risk Oversight and Compliance – 5%. The items within each sub-criteria will not necessarily be assigned an equal weight in the evaluation.

      Sub-criteria

      • Investment Team20%

        Evaluation of the investment team.

      • Investment Philosophy & Process20%

        Evaluation of investment philosophy and process.

      • Trade Execution10%

        Evaluation of trade execution.

      • Performance and Reporting10%

        Evaluation of performance and reporting.

      • Company5%

        Evaluation of the company.

      • Assets under Management & Asset Class Experience5%

        Evaluation of assets under management and asset class experience.

      • ESG5%

        Evaluation of ESG considerations.

      • Risk Oversight and Compliance5%

        Evaluation of risk oversight and compliance.

      Source

      No source found in the documents. Check the weight against the tender documents.

    • Description

      LD Pensions will evaluate the price and cost information received as a part of Appendix 5a/5b, according to the evaluation method described below, which in general is a Target Price Model. Based on the “Costs and Fees” information in Appendix 5a/5b table 12.1, LD Pensions will use Total Costs and Fees “TCF” for each potential mandate size, measured as basis points. For each mandate size, LD Pensions will calculate a Target Total Costs and Fees (TargetTCF). The TargetTCF is calculated as the average of TCF provided by the Tenderers and it is considered to be the market price, which will be awarded 5 points. The allocation of points for TCF is subsequently determined relative to the TargetTCF. If a Tenderer’s TCF is 75 % below the TargetTCF, the Tenderer is awarded 10 points. A TCF being 75 % higher than the TargetTCF is awarded zero points. The Tenderers are awarded a proportional number of points after a linear calculation between these two ends of the scale. If the spread between the TCF exceeds either +/- 75 % from the calculated TargetTCF LD Pensions will expand the spread to +/- 80 %. If the spread exceeds either +/- 80 % from the TargetTCF LD Pensions will expand to +/- 85 % and so on. The total score for TCF will be a weighted average of the Tenderer’s score for each of the five potential mandate sizes as described in the tender specifications.

      Evaluation Method

      The allocation of points for TCF is determined relative to the TargetTCF. If a Tenderer’s TCF is 75 % below the TargetTCF, the Tenderer is awarded 10 points. A TCF being 75 % higher than the TargetTCF is awarded zero points. The Tenderers are awarded a proportional number of points after a linear calculation between these two ends of the scale. If the spread between the TCF exceeds either +/- 75 % from the calculated TargetTCF LD Pensions will expand the spread to +/- 80 %. If the spread exceeds either +/- 80 % from the TargetTCF LD Pensions will expand to +/- 85 % and so on.

      Source

      No source found in the documents. Check the weight 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 investment manager will provide investment management services for LD Pensions' assets within Listed Alternatives

    • Contact

      Anders Nilssonaun@ld.dk
    • Type
      Result
    • Location
      Byen København
    • Main code
      Portfolio management services
      66140000

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