Services - 219519-2018

23/05/2018    S96

Sweden-Stockholm: Pension investment services

2018/S 096-219519

Contract award notice

Results of the procurement procedure

Services

Legal Basis:
Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses
Official name: AP7 Seventh Swedish National Pension Fund
Postal address: Vasagatan 16
Town: Stockholm
NUTS code: SE11 Stockholm
Postal code: 101 21
Country: Sweden
Contact person: c/o PPCmetrics AG
E-mail: ap7_tender@ppcmetrics.ch
Internet address(es):
Main address: www.ap7.se/en
Address of the buyer profile: www.ap7.se/en
I.4)Type of the contracting authority
National or federal agency/office
I.5)Main activity
Other activity: Provider of government run fund within the Swedish Premium Pension System

Section II: Object

II.1)Scope of the procurement
II.1.1)Title:

Investment Management Services: "Green Impact Equity, Active"

Reference number: 2017-069608
II.1.2)Main CPV code
66131100 Pension investment services
II.1.3)Type of contract
Services
II.1.4)Short description:

The object of the Contract is the provision of financial services related to portfolio management in Category 6 "Financial services" of the CPV Classification (common vocabulary for public tenders). More precisely, it relates to discretionary investment management mandates: Green impact equity, active.

All information is provided in the Procurement guidelines.

II.1.6)Information about lots
This contract is divided into lots: no
II.1.7)Total value of the procurement (excluding VAT)
Lowest offer: 825 000.00 SEK / Highest offer: 10 125 000.00 SEK taken into consideration
II.2)Description
II.2.2)Additional CPV code(s)
66140000 Portfolio management services
II.2.3)Place of performance
NUTS code: SE11 Stockholm
Main site or place of performance:

All information is provided in the Procurement guidelines.

II.2.4)Description of the procurement:

All information is provided in the Procurement guidelines.

II.2.5)Award criteria
Quality criterion - Name: Quality of services / Weighting: 60
Quality criterion - Name: Processes / Weighting: 20
Cost criterion - Name: Price / Weighting: 20
II.2.11)Information about options
Options: no
II.2.13)Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information

Section IV: Procedure

IV.1)Description
IV.1.1)Type of procedure
Competitive procedure with negotiation
IV.1.3)Information about a framework agreement or a dynamic purchasing system
IV.1.8)Information about the Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement: yes
IV.2)Administrative information
IV.2.1)Previous publication concerning this procedure
Notice number in the OJ S: 2017/S 101-201440
IV.2.8)Information about termination of dynamic purchasing system
IV.2.9)Information about termination of call for competition in the form of a prior information notice

Section V: Award of contract

Contract No: 1
Title:

Investment Management Services: "Green Impact Equity, Active"

A contract/lot is awarded: yes
V.2)Award of contract
V.2.1)Date of conclusion of the contract:
18/05/2018
V.2.2)Information about tenders
Number of tenders received: 23
The contract has been awarded to a group of economic operators: no
V.2.3)Name and address of the contractor
Official name: Impax Asset Management Limited, London (UK)
National registration number: FCA registration number 197008
Town: London
NUTS code: UKI LONDON
Country: United Kingdom
The contractor is an SME: no
V.2.4)Information on value of the contract/lot (excluding VAT)
Lowest offer: 825 000.00 SEK / Highest offer: 10 125 000.00 SEK taken into consideration
V.2.5)Information about subcontracting

Section V: Award of contract

Contract No: 2
Title:

Investment Management Services: "Green Impact Equity, Active"

A contract/lot is awarded: yes
V.2)Award of contract
V.2.1)Date of conclusion of the contract:
18/05/2018
V.2.2)Information about tenders
Number of tenders received: 23
The contract has been awarded to a group of economic operators: no
V.2.3)Name and address of the contractor
Official name: KBI Global Investors
National registration number: FCA 206768
Town: Dublin
NUTS code: IE061 Not specified
Country: Ireland
The contractor is an SME: no
V.2.4)Information on value of the contract/lot (excluding VAT)
Lowest offer: 825 000.00 SEK / Highest offer: 10 125 000.00 SEK taken into consideration
V.2.5)Information about subcontracting

Section VI: Complementary information

VI.3)Additional information:

All information is provided in the Procurement guidelines.

VI.4)Procedures for review
VI.4.1)Review body
Official name: AP7
Town: Stockholm
Country: Sweden
VI.4.3)Review procedure
Precise information on deadline(s) for review procedures:

All information can be found in the Procurement guidelines.

VI.5)Date of dispatch of this notice:
18/05/2018