Contract notice: Portfolio management services Tender, Finland - 25606898

Procurement Summary

Country : Finland

Summary : Contract notice: Portfolio management services

Deadline : 03 Sep 2018

Other Information

Notice Type : Tender

TOT Ref.No.: 25606898

Document Ref. No. : 342016-2018

Competition : ICB

Financier : Self Financed

Purchaser Ownership : -

Tender Value : Refer Document

Purchaser's Detail

Purchaser : ITSENÄISYYDEN JUHLAVUODEN LASTENSÄÄTIÖ SR
Office Name: Itsenäisyyden juhlavuoden lastensäätiö sr
Address: Lapinlahdenpolku 8 C
Town: Helsinki
Postal Code: 00180


Finland
Email :petra.kouvonen@itla.fi
URL :http://www.itla.fi

Tender Details

Object of the contract
Portfolio management services

Description: Contract notice: Portfolio management 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: 66140000, 66140000, 66100000, 66140000, 66100000
CPV Description: Portfolio management services

Banking and investment services

Acquisition of asset management services

Acquisition of the asset management portfolio of Itenae's jubilee year (Itla) is based on the principle of the power of attorney

Acquisition is a service contract for Itla's financial management on the principle of the power of attorney. Itla's partner in asset management solutions is InvestorPRO Finland Oy (later InvestorPRO). The preparation of a tender request has been made in cooperation with Itla and InvestorPRO. The goodwill of the asset management service is the responsibility of Itla's Board of Directors.

The purpose of financial management is to safeguard the operations of Saeaeta's Sawmills now and in the future. There is a financial management committee in Itla, which is responsible for the financial management of the Saudi-

(a) Shares 50%: Half of the equity investments are to be invested in Nordic good dividend payers and half by effective geographically distributed solutions.

(b) Interest Instruments 40 (a) Shares 50%: Half of the equity investments are to be invested in Nordic good dividend payers and half by efficient geographically distributed solutions. %: Korkthe weight of the dividends is good in investment grade corporate bonds. Non-rated loans are considered low-yield loans as a loan, unless the Finnish financial institution has separately considered the level of creditworthiness corresponding to the credit risk. Fixed income investments must be carried out with foreign currency risk.

(C) Alternative investmentt 10%: Alternative investments aim in particular for the investment portfolio decentralizing properties and for stable returns. Alternative investments must be environmentally friendly and they should be able to take unnecessarily high risk.

The fluctuations in the asset classes (/ -) are 15 percent ahead of the neutral situation. The subject of the contract-service and asset categories are described in more detail in Annex 1 to the call for tender. Services and background information to be procured.

Two (2) economically most advantageous service providers are selected in the tender procedure. Each asset manager will be assigned a portfolio of EUR 25 000 000.

The tenderer is registered in the trade register, in the advance inventory registerand in the Register of Value Added Taxes in accordance with the Value Added Tax Act if the lawsuit is required for registration. The tenderer has an appropriate right to practice the acquired business in Finland.

Tender documents can be downloaded safely at https://www.esourcing2.fi/prod/account/logon/default

Rekisteroeitymistae ja sisaFor registration, please provide the necessary information at https://www.esourcing2.fi/prod/dist/signup/supplier/itla


Internet address (URL): http://www.itla.fi

Documents

 Tender Notice