Investment Management: Emerging and Frontier Markets Managers
First Swedish National Pension Fund
The allocation to Emerging Markets is around 10% of the funds AuM as of 30.6.2012, with the main part allocated to enhanced mandates. The objective of this search is to increase the allocation to active managers in Emerging Markets, allocate to Emerging Markets Small Cap and increase the current allocation to Frontier Markets. AP1 has a core satellite philosophy when structuring a portfolio of managers. Where the satellites are high conviction managers that has a benchmark agnostic approach and focusing on the absolute return than the benchmark relative return. The tender is open for the following strategies:
- EM Global
- FM Global
- Combined EM and FM Global
- EM Global Small Cap
- EM Regional (Asia, LATAM and EMEA)
- FM Regional (Asia, Africa)
Strategies that are similar to the strategies mentioned above might be considered.
Award criteria, which will apply, are stated below. The criteria are not listed according to priority. The offers that meet these criteria best will be selected.
- AP1's confidence in the candidate's long term ability to deliver future attractive uncorrelated risk adjusted returns
- Candidate's fit into AP1 overall investment objectives and service requirements (including among other things partner transparency, knowledge transfer and flexibility)
- Investment, operational and legal due diligence and risk management competence and capabilities
- Fees.
Tidsfristen för mottagande av anbud var 2013-02-10. Upphandlingen offentliggjordes den 2012-12-21.
Vem? Vad?- • Aktieförvaltning › Förvaltning av pensionsfonder
- • Tjänster avseende värdepappershandel › Pensionsinvesteringar
- • Sverige
| Datum | Dokument |
|---|---|
| 2012-12-21 | Meddelande om upphandling |
| 2013-01-24 | Ytterligare upplysningar |
Objekt
Upphandlingens omfattning
Titel: Förvaltning av pensionsfonder
Meddelandeinformation
Originalspråk: engelska 🗣️
Dokumenttyp: Meddelande om upphandling
Kontraktets art: Tjänster
Reglering: Europeiska unionen – inom ramen för avtalet om offentlig upphandling
Gemensam upphandlingsterminologi (CPV)
Kod: Förvaltning av pensionsfonder 📦
Förfarande
Förfarandetyp: Öppet förfarande
Anbudstyp: Anbud på alla delar
Kriterier för tilldelning
Det ekonomiskt mest fördelaktiga
Upphandlande myndighet
Identitet
Land: Sverige 🇸🇪
Upphandlande myndighet (typ): Statligt verk
Upphandlande myndighet (namn): First Swedish National Pension Fund
Postadress: Regeringsgatan 28, PO Box 16294
Postnummer: S-103 25
Postort: Stockholm
Kontakt
Webbadress: http://www.ap1.se 🌏
E-post: procurement.201253@ap1.se 📧
Telefon: +46 856620200 📞
Fax: +46 856620400 📠
Referens
Datum
Avsändningsdatum: 2012-12-21 📅
Sista anbudsdag: 2013-02-10 📅
Publiceringsdatum: 2012-12-27 📅
Identifierare
Meddelandenummer: 2012/S 248-411141
EUT-S-nummer: 248
Ytterligare information
“AP1 plans to sign framework agreements with several suitable partners. All the partners that complete the online RFP and send the requested additional...”
Objekt
Upphandlingens omfattning
Kort beskrivning:
“The allocation to Emerging Markets is around 10% of the funds AuM as of 30.6.2012, with the main part allocated to enhanced mandates. The objective of this...”
“- EM Global”
Visa mer (11)
“- FM Global”
“- Combined EM and FM Global”
“- EM Global Small Cap”
“- EM Regional (Asia, LATAM and EMEA)”
“- FM Regional (Asia, Africa)”
“Strategies that are similar to the strategies mentioned above might be considered.”
“Award criteria, which will apply, are stated below. The criteria are not listed according to priority. The offers that meet these criteria best will be selected.”
“- AP1's confidence in the candidate's long term ability to deliver future attractive uncorrelated risk adjusted returns”
“- Candidate's fit into AP1 overall investment objectives and service requirements (including among other things partner transparency, knowledge transfer and...”
“- Investment, operational and legal due diligence and risk management competence and capabilities”
“- Fees.”
Juridisk, ekonomisk, finansiell och teknisk information
Villkor för deltagande
Behörighet att utöva yrkesverksamheten:
“The company must be able to document experience in management of institutional accounts for the following mandate: - Emerging and Frontier Markets Managers”
“To participate in this tender you are requested to:”
Visa mer (2)
“1. Complete the online questionnaire (RFP) according to the instructions in section VI.3.”
“2. Send the requested additional information to the email address procurement.201253@ap1.se.”
“The company must be authorised by the appropriate regulatory bodies and their employees must be approved to act as investment managers/advisors under the...”
Förfarande
Språk
Språk: engelska 🗣️
svenska 🗣️
Upphandlande myndighet
Kontakt
Kontaktpunkt: First Swedish National Pension Fund
Majdi Chammas
Webbadress: www.ap1.se 🌏
Referens
Identifierare
Referensnummer tilldelat av upphandlande myndighet: 2012:53EXT
Ytterligare information
“AP1 plans to sign framework agreements with several suitable partners.”
“All the partners that complete the online RFP and send the requested additional information are participating. If the partner is selected to the next phase...”
Visa mer (11)
“To fill in the RFP you have to register at the following address:”
“https://quest.ap1.se/UserReg.aspx?State=Register”
“Important: In the registration form you are requested to enter an email address, each user can only submit one RFP, if you wish to submit more than one RFP...”
“After registration you may use the following links to complete the RFP:”
“Enhanced and Active strategies”
“https://quest.ap1.se/SelectSurveyNET/Login.aspx?SurveyID=16KKno8”
“Passive strategies”
“https://quest.ap1.se/SelectSurveyNET/Login.aspx?SurveyID=l6KL3o8”
“AP1 will not require a presentation at its own premises at this stage. Questions regarding this contract notice may be sent to the email address stated...”
“The RFP and all documents must be received within the timeframe stated in section IV.3.4.”
“The appropriate e-mail addresses are stated in section I.1. Please note that the maximum size of email including attachments is 12mb. We will send you an...”
Objekt
Meddelandeinformation
Dokumenttyp: Ytterligare upplysningar
Referens
Datum
Avsändningsdatum: 2013-01-24 📅
Sista anbudsdag: 2013-02-17 📅
Publiceringsdatum: 2013-01-26 📅
Identifierare
Meddelandenummer: 2013/S 019-026872
Refererar till meddelande: 2012/S 248-411141
EUT-S-nummer: 19
Källa: OJS 2013/S 019-026872 (2013-01-24)
- Finans- och försäkringstjänster (12 nya upphandlingar)