Tenders Are Invited For Portfolio Management Services – Åbo Akademi Procurement Of Financial Management Services

Tender Detail

79927517
259305-2024
Self-Funded
Tenders Are Invited For Portfolio Management Services – Åbo Akademi Procurement Of Financial Management Services
ICB
Western Europe
European Union
31-05-2024

Work Detail

Portfolio Management Services – Åbo Akademi Procurement Of Financial Management Services. The Share Of Åbo Akademis Assets To Be Auctioned, Which The Tender Includes, Is Approximately Eur 100 Million. 1 Asset Manager For Equity And Fixed-Income Investments Is Being Sought Through A Tender To Manage This Asset Lot, Which Means That The Outsourced Portfolio Will Therefore Basically Be Around 100 Million Euros. The Chosen Service Provider Does Not Have The Exclusive Right To Produce The Services That Are The Subject Of Procurement. At A Later Stage, The Investor Reserves The Right To Increase Or Decrease The Asset Managers Investable Assets. At A Later Stage, The Investor Makes A Decision On How To Allocate Possible Additional Investments Or Investment Reductions From The Wealth Managed By The Asset Manager Based On What Is Appropriate In Terms Of The Goals Set For The Investment Activities. Åbo Akademi Is Requesting Offers For Financial Management Of Full Power Of Attorney For Equity And Interest Investments. In The Procurement Procedure, The Open Procedure According To § 32 Of The Act On Public Procurement And Right-Of-Use Agreements (1397/2016) Is Applied. This Is A Purchase That Exceeds The Eu Threshold. The Contract Is Valid Until Further Notice. In The Procurement Procedure, Bids Must Be Given In Accordance With The Limits Allowed By The Investment Plan Attached To The Request For Bids. Appendix To The Request For Tenders 1. The Measures And Procedures For The Start-Up Phase Are Negotiated Separately With The Service Provider When The Contract Is Concluded, In Which Case The Contract With The Selected Asset Manager Specifies The Time Frame In Which The Agreed Investment Plan Will Be Followed And The Funds Will Be Transferred. Åbo Akademis Goal Is To Ensure High-Quality, Responsible And Competitive Asset Management In Accordance With The Principles Of Capital Investment Entrusted To Asset Management. The Asset Manager Must Report Monthly To Åbo Akademi On Asset Management (Or Asset Management Portfolios). The Agreement Enters Into Force Six Months After The Submission Of The Offer Or, If Agreed, Earlier, After The Procurement Decision Has Entered Into Force. Åbo Akademi Is Not A Professional Investor At The Time Of The Competition. The Procurement Will Include An Interview Phase, Which Will Be Held On June 19. And If Necessary 20.6.

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