Search
  • Search

    Portfolio Analysis and Risk Management System

    Lønmodtagernes Dyrtidsfond

    Portfolio Analysis and Risk Management System

    1. Competition notice published

      Oct 27, 2023 11:35 AMOctober 27, 2023 11:35 AM

    2. Contract signed

      May 10, 2024 12:00 AMMay 10, 2024 12:00 AM

    3. Result notice published

      May 31, 2024 5:15 AMMay 31, 2024 5:15 AM

    Brief

    Denmark: Tenders/Lønmodtagernes Dyrtidsfond/Portfolio Analysis and Risk Management System

    Awarded

    The competition has ended and a winner has been selected.

    Qualification deadline
    May 30, 2024Expired
    Award
    Pricing 20%
    Procedure
    With prequalificationTwo stages
    Agreement
    Buying goods
    Estimated value
    DKK 13Mover 4 years

    Brief

    Lønmodtagernes Dyrtidsfond (registration number (CVR) 61 55 28 12) (in the following referred to as “LD Pensions”) hereby issues an invitation to tender a Licence Agreement for subscription to a Portfolio Analysis and Risk Management system (in the following referred to as the “Agreement ”). The Product in this tender is an integrated off-the-shelf system that measure performance and risk of LD Pensions’ investments. The Tenderer must have an existing system that provides ex ante risk measurement, performance measurement, portfolio analysis and reporting, and integration of ESG in these topics. LD Pensions is not searching for a system that covers the flow from Front Office to Back Office. The procurement is conducted as a restricted procedure under the Danish Public Procurement Act (Consolidated Act no. 10 of 6 January 2023) according to the contract notice published in the Official Journal of the European Union / TED (Tenders Electronic Daily).

    Bank- og finansformidlingstjenester

    Result

    TED
    • FACTSET UK
      Winner
    • Number of bids
      4
    • Contract value
      €1,350,000

    Custom Assessment Criteria

    • Get answers to your bid/no-bid criteria

      Set them up once and Cobrief answers them in every tender

    Will you bid?

    The agent sets up the bid and writes the first draft. Free for 14 days.

    Award Criteria

    • Description

      The criterion “Quality of Service” will be evaluated based on the following sub-criteria that relates to the system requirements: Investment tree and Coverage (5 %) Risk management (30 %) Performance measurement (15 %) Reporting (15 %) Administration and Onboarding (10 %) Support (5 %),

      Sub-criteria

      • Risk management30%

        Risk management (30 %)

      • Performance measurement15%

        Performance measurement (15 %)

      • Reporting15%

        Reporting (15 %)

      • Administration and Onboarding10%

        Administration and Onboarding (10 %)

      • Investment tree and Coverage5%

        Investment tree and Coverage (5 %)

      • Support5%

        Support (5 %)

      Source

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

    • Description

      The criterion "Pricing" will be evaluated based on the following total fees incurred from a model that includes implemen-tation costs as well as two provided scenarios. LD Pensions will calculate the average of this total from all conform ten-ders, which is considered the market price and will be awarded 5 points. Points will then be given from zero to ten points based on their spread to the market price.

      Evaluation Method

      LD Pensions will calculate the average of this total from all conform ten-ders, which is considered the market price and will be awarded 5 points. Points will then be given from zero to ten points based on their spread to the market price.

      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

    • Lønmodtagernes Dyrtidsfond (registration number (CVR) 61 55 28 12) (in the following referred to as “LD Pensions”) hereby issues an invitation to tender a Licence Agreement for subscription to a Portfolio Analysis and Risk Management system (in the following referred to as the “Agreement ”). The Product in this tender is an integrated off-the-shelf system that measure performance and risk of LD Pensions’ investments. The Tenderer must have an existing system that provides ex ante risk measurement, performance measurement, portfolio analysis and reporting, and integration of ESG in these topics. LD Pensions is not searching for a system that covers the flow from Front Office to Back Office. The procurement is conducted as a restricted procedure under the Danish Public Procurement Act (Consolidated Act no. 10 of 6 January 2023) according to the contract notice published in the Official Journal of the European Union / TED (Tenders Electronic Daily).Main features of the procedureThe restricted procedure is a two-stage process. In the first stage , potential tenderers (“Applicants”) apply for prequalification to participate in the tender. LD Pensions will prequalify up to five (5) Applicants that will be invited to participate in the tender. In the second stage, the tenderers submit their tenders. Based on the submitted tenders, LD Pensions will award the Agreement to the tenderer submitting the most economically advantageous tender based on the best ratio between price and quality, cf. Section 162(3) of the Danish Public Procurement Act.

    • Contact

      Michael Steenmst@ld.dk
    • Type
      Result · Prequalification
    • Location
      Byen København
    • Main code
      Investment management software package
      48411000
    • 48410000Investment management and tax preparation software package66140000Portfolio management services66141000Pension fund management services

    Similar active competitions

    • Slots- og Kulturstyrelsen

      IT-drift og support

      Udbud af kontrakt vedrørende tilskudssystem

      Slots- og Kulturstyrelsen søger et tilskudsadministrativt it-system til levering, drift, implementering, konfiguration, videreudvikling, vedligeholdelse og support i Byen København over en periode på 6 år. Kontrakten evalueres ud fra pris (40%) og kvalitet (60%). Der er krav om to referencer inden for de seneste tre år, der omfatter levering af et it-system til administration af tilskudsordninger med funktionalitet for ansøgning via web-løsning, sagsbehandling, kommunikation, integration til et økonomisystem, konfiguration og implementering, drift i leverandørens miljø, videreudvikling, vedligeholdelse og support, og som har været i drift i mindst 12 måneder. Hvis mere end tre ansøgere opfylder minimumskravene, vil de tre ansøgere med den mest relevante anvendelse af AI til automatisering blive udvalgt.

      Competition with qualification
      Nov 12, 2026(14 days)

    • Bygningsstyrelsen

      IT- drift og vedlikehold

      Udbud af udlejnings- og ejendomsadministrationssystem

      Bygningsstyrelsen søger en SaaS-løsning til it-understøttelse af ejendomsadministration og udlejning i Københavns omegn. Kontrakten har en varighed på 12 år og en maksimal totalværdi på 4 millioner DKK. Løsningen skal fungere som Bygningsstyrelsens primære fagsystem for udlejning og asset management, understøtte kerneopgaver inden for udlejning, ejendomsadministration, kontraktadministration og opkrævning, samt fungere som primær kilde for centrale stamdata. Leverandøren skal implementere løsningen, herunder konfigurering, opsætning, datamigrering fra det eksisterende system (som indeholder ca. 2.000-2.500 kontrakter, 1.400 ejendomme og 22.000 årlige opkrævninger), samt uddanne brugere. Efter implementering skal leverandøren levere service, drift, support og vedligeholdelse. Derudover skal der leveres bestillingsydelser som konsulentbistand og ophørsydelser ved kontraktens udløb. Tildelingskriterierne er pris (25%), kvalitet (50%) og leveringssikkerhed (25%). Kvalifikationskrav inkluderer en positiv egenkapital i det seneste regnskabsår og en liste over de 5 mest betydningsfulde sammenlignelige ydelser udført inden for de seneste 3 år.

      Competition with qualification
      Nov 9, 2026(11 days)
      DKK 4,000,000

    • Region Hovedstaden

      Sikkerhets- og helsetjenester

      Dynamisk indkøbssystem på Informationsrige alarmsystemer

      Region Hovedstaden har brug for levering af informationsrige alarmsystemer til hospitaler i Byen København, Københavns omegn, Nordsjælland og Bornholm gennem et dynamisk indkøbssystem over 10 år, med en maksimal totalværdi på 43 millioner DKK. Der kræves to referencer vedrørende levering af informationsrige alarmsystemer til hospitaler i Europa udført inden for de seneste 3 år, hvor hver reference skal omfatte minimum 20 hospitalssengepladser i daglig drift. Desuden kræves en supportfunktion placeret i Europa samt mindst én ansat implementeringskonsulent/ansvarlig, der taler dansk.

      Dynamic purchasing system
      Jan 10, 2034(100+ days)
      DKK 43,000,000