Request for proposal dated 1 October 2021 related to the awarding of six portfolio management mandates

FDC's Board of Directors approved during the month of September the launch of a new request for proposal regarding the attribution of several portfolio management mandates on behalf of FDC's SICAV.

More precisely, the given request for proposal relates to the awarding of five existing mandates and one new mandate and is divided into four lots, namely:

  • Lot 1: “Global Bonds (hedged), Sustainable Approach” relates to two global bonds mandates to be actively managed, including a sustainable approach and hedged against currency risk, with an indicative amount of assets of EUR 850 million per mandate.
  • Lot 2: “Global Equities, Sustainable Approach” relates to two global equities mandate to be actively managed, including a sustainable approach, with an indicative amount of assets of EUR 1000 million per mandate.
  • Lot 3: “Emerging Markets Equities, Sustainable Approach” relates to an emerging markets equities mandate to be actively managed, including a sustainable approach, with an indicative amount of assets of EUR 600 million.
  • Lot 4 : “Global Equities, 2°C Aligned” relates to a global equities mandate to be passively managed and to be aligned with the Paris Agreement goal of limiting global warming to well below 2°C with an indicative amount of assets of EUR 500 million.

The contract notice of the given request for proposal has been published at the Portail des marchés publics du Grand-Duché de Luxembourg on 3 October 2021, in the Luxembourg press as well as in the Supplement to the Official Journal of the European Union (OJEU) on 6 October 2021.

During the given request for proposal, FDC might also award stand-by mandates.

The terms and conditions of the given request for proposal can be found in the "Tendering procedure and guidelines" downloadable at the Portail des marchés publics as well as at the below "For more information" section.

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