Requests for proposal

General information

As a public institution, FDC is subject to Luxembourg legislation on public procurement for the selection of its service providers. More specifically, FDC is subject to the provisions of the law of 8 April 2018 on public procurements.

The given law foresees that electronic communication is mandatory for contracts exceeding the European thresholds. All communication between the publication of the contract notice and the order placement is affected by this obligation and must therefore take place via the dedicated public tender portal Portail des marchés publics.

Therefore, any company wishing to participate for example in a tender for the award of portfolio management mandates on behalf of FDC’s SICAV must download the tender documents, submit its questions for clarification and submit its offer electronically, also signed electronically, via the above-mentioned portal. FDC therefore invites each company to inform itself of these modalities by consulting the Portail des marchés publics and to verify if they have the necessary means of authentication. A handbook is available for download at the below "Download" sub-section.

In addition to legal publications on the Portail des marchés publics and in the Supplement to the Official Journal of the European Union, FDC advertises its public tenders for the award of mandates on behalf of its SICAV also via its website.

 

Requests for proposal in progress for the award of mandates on behalf of FDC's SICAV

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 "Download" sub-section knowing that the deadline to request to tender documents has been set for 29 October 2021.

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