ENTE NAZIONALE DI PREVIDENZA ED ASSISTENZA DEI MEDICI E DEGLI ODONTOIATRI (FONDAZIONE ENPAM) PERS. GIURID. DI DIRITTO PRIVATO AI SENSI DEL D.LGS. 509/94 has floated a tender for Contract notice: Financial consultancy services. The project location is Italy and the tender is closing on 21 Sep 2018. The tender notice number is 306920-2018, while the TOT Ref Number is 25029881. Bidders can have further information about the Tender and can request the complete Tender document by Registering on the site.

Expired Tender

Procurement Summary

Country : Italy

Summary : Contract notice: Financial consultancy services

Deadline : 21 Sep 2018

Other Information

Notice Type : Tender

TOT Ref.No.: 25029881

Document Ref. No. : 306920-2018

Competition : ICB

Financier : Self Financed

Purchaser Ownership : -

Tender Value : Refer Document

Purchaser's Detail

Purchaser : ENTE NAZIONALE DI PREVIDENZA ED ASSISTENZA DEI MEDICI E DEGLI ODONTOIATRI (FONDAZIONE ENPAM) PERS. GIURID. DI DIRITTO PRIVATO AI SENSI DEL D.LGS. 509/94
Office Name: Ente Nazionale di Previdenza ed Assistenza dei Medici e degli Odontoiatri (Fondazione ENPAM) pers. giurid. di diritto privato ai sensi del D.Lgs. 509/94
Address: P.zza Vittorio Emanuele II 78
Town: Rome
Postal Code: 00185

Attention: Dott. Saverio Molinaro
Phone: +39 0648294393
Fax: +39 0648294502
Italy
Email :acquisti.appalti@pec.enpam.it
URL :www.enpam.it

Tender Details

Object of the contract
Financial consultancy services

Description: Contract notice: Financial consultancy services

Authority Type: Other
Contact Nature: Services
Procedure: Open procedure
Document: Contract notice
Regulation: European Union, with participation by GPA countries
Award criteria: The most economic tender
CPV code: 66171000, 66171000
CPV Description: Open procedure for the assignment of support services to the bodies of the Enpam Foundation in the definition of Asset Allocation of Heritage and selection of employment alternatives.

Financial consultancy services.

The contract consists of the following services: support to ENPAM Foundation bodies in defining the Asset Allocation of Patrimonio and in the selectionof the employment alternatives.

In particular, the contract covers the following activities:

1) support for the definition of Strategic Asset Allocation (AAS), after analysis and sharing of the general structure and of the individual asset classes and 'Tactical Asset Allocation (AAT), considering the constraints of the AA (AAS and AAT); prospective analysis of effectiveness from the perspective of respetof the passivities (ALM);

2) support to the definition of the investment process, including the definition of the selection and implementation procedures of the jobs;

3) support in the selection and evaluation of the employment alternatives;

4) informative support of type macro and microeconomic, scenario analysis and monitoring of market risks;

5) training activities of the personnel of Fotion on procedures, calculation and evaluation methods and systems, including IT systems, used by the advisor in the performance of the services object of the contract. 51, paragraph 1, of the Code, the contract has not been divided into lots for the following reasons: the type of service, the peculiarity of the services requested and the high degree of professionalism required-allow the subdivision into several functional lots.

The duration of the contract and 36 months, starting from the date the contract is signed, which can be extended to the same prices, terms and conditions of contract for a further 24 months. and 22 of the Competition Regulations.

The services entrusted to them are financed with the own funds of the Foundation.entities will be provided in accordance with the contractual terms and conditions.

See the indications in points 5, 6 and 7 of the Competition Regulations.
Internet address (URL): www.enpam.it
Directive: Classical Directive (2004/18/EC)

Documents

 Tender Notice