176/2025

1.1.

Beschaffer

Offizielle Bezeichnung: Danmarks Grundforskningsfond

E-Mail: bqt@dg.dk

Rechtsform des Erwerbers: Einrichtung des öffentlichen Rechts

Tätigkeit des öffentlichen Auftraggebers: Allgemeine öffentliche Verwaltung

2.1.

Verfahren

Titel: Management of high-yield bonds in a UCITS Fund

Beschreibung: Management of high-yield bonds in a UCITS (Undertakings for Collective Investment in Transferable Securities) fund, respecting responsible investment criteria (ESG, Paris Agreement, engagement etc.), and reporting. The investment strategy shall be active and invest in corporate high-yield bonds, where US or global developed markets strategies are accepted. The Danish National Research Foundation expects to initially invest approximately DKK 460 million (EUR 62m) in the fund. The procurement procedure will be conducted as an open procedure (in Danish: “offentligt udbud”) pursuant to the European Procurement legal framework as implemented in national Danish legislation, see Title II of the Danish Public Procurement Act. The open procedure comprises one phase, i.e., no prequalification takes place. The tender conditions describe the procedure for the procurement and set the guidelines and conditions for the submission of tenders, communication between the tenderer and the contracting authority as well as information about the procurement procedure in general. All tenderers are urged to carefully examine not only these Tender Conditions, but all tender documents as they contain the information necessary, including mandatory conditions, for providing an acceptable tender. All communication shall be carried out via the electronic procurement system. Compensation will not be granted for the preparation or submission of tenders. Procurement documents with appendices are the contracting authority’s property and will not be returned.

Kennung des Verfahrens: b44d8fd3-46b8-4c9f-9c47-3556b9fcf7ef

Vorherige Bekanntmachung: d98aa718-c4d9-4579-9624-506cdca1d3c0-01

Interne Kennung: High yield

Verfahrensart: Offenes Verfahren

Das Verfahren wird beschleunigt: nein

2.1.1.

Zweck

Art des Auftrags: Dienstleistungen

Haupteinstufung (cpv): 66140000 Portfolioverwaltung

2.1.2.

Erfüllungsort

Beliebiger Ort

2.1.4.

Allgemeine Informationen

Zusätzliche Informationen: The tendered contract has not been divided into lots, see section 49(2) of the Danish Public Procurement Act, due to the complexity of the management of a high-yield bond mandate. The contracting authority shall in accordance with section 134 a of the Danish Public Procurement Act exclude economic operators established in a country stated on the EU list of non-cooperative jurisdictions for tax purposes and which is not a party to the WTO Government Procurement Agreement or any other binding for Denmark free-trade agreement.

Rechtsgrundlage:

Richtlinie 2014/24/EU

529900XNGNM4I5IJVX98 -

5.1.

Los: LOT-0000

Titel: Management of high-yield bonds in a UCITS Fund

Beschreibung: Management of high-yield bonds in a UCITS (Undertakings for Collective Investment in Transferable Securities) fund, respecting responsible investment criteria (ESG, Paris Agreement, engagement etc.), and reporting. The investment strategy shall be active and invest in corporate high-yield bonds, where US or global developed markets strategies are accepted. The Danish National Research Foundation expects to initially invest approximately DKK 460 million (EUR 62m) in the fund. The procurement procedure will be conducted as an open procedure (in Danish: “offentligt udbud”) pursuant to the European Procurement legal framework as implemented in national Danish legislation, see Title II of the Danish Public Procurement Act. The open procedure comprises one phase, i.e., no prequalification takes place. The tender conditions describe the procedure for the procurement and set the guidelines and conditions for the submission of tenders, communication between the tenderer and the contracting authority as well as information about the procurement procedure in general. All tenderers are urged to carefully examine not only these Tender Conditions, but all tender documents as they contain the information necessary, including mandatory conditions, for providing an acceptable tender. All communication shall be carried out via the electronic procurement system. Compensation will not be granted for the preparation or submission of tenders. Procurement documents with appendices are the contracting authority’s property and will not be returned.

Interne Kennung: High yield

5.1.1.

Zweck

Art des Auftrags: Dienstleistungen

Haupteinstufung (cpv): 66140000 Portfolioverwaltung

5.1.2.

Erfüllungsort

Beliebiger Ort

5.1.3.

Geschätzte Dauer

Andere Laufzeit: Unbegrenzt

5.1.6.

Allgemeine Informationen

Auftragsvergabeprojekt nicht aus EU-Mitteln finanziert

Die Beschaffung fällt unter das Übereinkommen über das öffentliche Beschaffungswesen: ja

Zusätzliche Informationen: The tendered contract has not been divided into lots, see section 49(2) of the Danish Public Procurement Act, due to the complexity of the management of a high-yield bond mandate. The contracting authority shall in accordance with section 134 a of the Danish Public Procurement Act exclude economic operators established in a country stated on the EU list of non-cooperative jurisdictions for tax purposes and which is not a party to the WTO Government Procurement Agreement or any other binding for Denmark free-trade agreement.

5.1.10.

Zuschlagskriterien

Kriterium:

Art: Qualität

Bezeichnung: Portfolio management organization and assets under management.

Beschreibung: • An organization where the management of high yield bonds has a high priority and there is a reasonable capacity limit (assets under management) for the strategy • A stable and skilled investment team that has access to the necessary resources and allocates a large part of their time to high-yield bond strategies • A stable and skilled ESG team that has access to the necessary resources to oversee and engage with the issuers of high yield bond in relation to ESG-matters • An independent compliance team using professional and sound risk measurement methods and systems will be assessed positively.