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    Portfolio management of an indexed global developed markets equity portfolio and custody service

    Danmarks Grundforskningsfond

    Portfolio management of an indexed global developed markets equity portfolio and custody service

    1. Contract signed

      Feb 18, 2022 12:00 AMFebruary 18, 2022 12:00 AM

    2. Result notice published

      Dec 20, 2022 10:00 AMDecember 20, 2022 10:00 AM

    Brief

    Denmark: Tenders/Danmarks Grundforskningsfond/Portfolio management of an indexed global developed markets equity portfolio and custody service

    Awarded

    The competition has ended and a winner has been selected.

    Qualification deadline
    Dec 19, 2022Expired
    Award
    Investment process and portfolio construction 21% and 5 more
    Procedure
    With negotiationTwo stages
    Agreement
    Buying services

    Brief

    The task consists of portfolio management of an indexed global developed markets equity portfolio (currently worth around 250 million EUR) as a segregated account (the mandate) including currency hedging of 80% of USD and JPY exposure to EUR. Furthermore, custody service for the mandate and two other fixed income mandates (also segregated accounts) will also be part of the tender.

    Bank- og finansformidlingstjenester

    Result

    TED
    • Nykredit Bank A/S
      Winner
    • Number of bids
      6
    • Contract value
      DKK 9,000,000

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    Award Criteria

    • Source

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

    • Description

      Investment process and portfolio construction

      Source

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

    • Description

      ESG services

      Source

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

    • Description

      Portfolio management organization and asset under management

      Source

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

    • Description

      Custody service

      Source

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

    • Description

      Currency hedging

      Source

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

    • Description

      Reporting

      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 Danmarks Grundforskningsfond

    From the notice

    • The task consists of portfolio management of an indexed global developed markets equity portfolio (currently worth around 250 million EUR) as a segregated account (the mandate) including currency hedging of 80% of USD and JPY exposure to EUR. Furthermore, custody service for the mandate and two other fixed income mandates (also segregated accounts) will also be part of the tender.

    • Contact

      DG - Boje Thostibt@dg.dk
    • Type
      Result · Prequalification
    • Main code
      Portfolio management services
      66140000
    • 66100000Banking and investment services66130000Brokerage and related securities and commodities services66160000Trust and custody services

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