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Date et heure limite de remise des plis : 01/12/2025 16:00 Dépôt électronique obligatoire

Référence : 2502235

Intitulé :

Awarding of two portfolio management mandates

Objet :

The purpose of this tender is the provision of portfolio management services on behalf of Fonds de compensation commun au régime général de pension (FDC), which set up an umbrella investment company with variable capital – specialised investment fund in 2007 (in accordance with the amended law of 13 February 2007 on specialised investment funds). More precisely, the tender is related to the awarding of two (2) global unlisted real estate mandates to be actively managed and with the objective to generate long term stable performances and regular cash flows through the acquisition of units or shares of unlisted core and, in subsidiary order, value-add real estate UCIs investing in internationally diversified immovable property. The mandates relate to existing sub-funds meaning that an awarded tenderer will be entrusted with an existing portfolio. Regardless the investment strategy offered, a proposal must always comply with the investment guidelines as stated in the Issue Document as well as with the terms and conditions of the Investment Management Agreement being part of the tender documents as Appendices 6 and 7. The amount of assets of EUR 500 million for each mandate is indicative and may vary during the execution of a mandate. The term of the mandates shall be three (3) consecutive years with the possibility of renewal from year to year except in the event of early termination by FDC or the awarded tenderer by means of a three months’ notice. The maximum duration of the mandates shall be ten (10) years. Proposals will be selected on the basis of the economically most advantageous proposal. The detailed selection and evaluation criteria of proposals, the main stages of this tender as well as any other terms and conditions relating to this tender are specified in the Tendering Procedure and Guidelines, which can be downloaded from the public procurement portal (www.marches-publics.lu). FDC may also assign stand-by mandates. The definition and characteristics of a stand-by mandate are set out in section 2.5 of the Tendering Procedure and Guidelines.

Organisme : Portail des marchés publics

Entité publique :
Portail des marchés publics
Service :
PMP.LU / E FCCRGP / OPC - OPC
Type d'avis :
Avis de marché
Procédure :
10 européenne ouverte

Catégorie principale :
Services
Lots :
Non
Code CPV :
66140000 (Code principal)
Modalités de retrait du dossier :
Tender documents are available for download on the public procurement portal, with the exception of the Questionnaire and Performance file (Appendix 1) and the Investment Management Agreement (Appendix 6). For reasons of confidentiality of the information made available through these documents, given documents must be requested separately by any interested company via the public procurement portal, attaching the duly completed model request for obtaining the tender documents (Appendix 9), which is part of the downloadable tender documents. The detailed procedure for downloading and requesting all tender documents is specified in the Tendering Procedure and Guidelines.
Variante :
Non