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Asset management services of the Salary Savings Plan (SSP) - EU tenders
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This page contains content generated automatically to improve findability and accessibility

- indicates CPV codes deduced from the text of the procedure

Asset management services of the Salary Savings Plan (SSP)

Overview
  • Published
    20/11/2023
  • Deadline
    19/01/2024
  • Today
    14/08/2026
Status
Submission closed
Type of contract
Services
Subject for Renewal
No
Buyer
European Patent Organisation
Place of performance
NUTS code: Germany
Location of buyer
NUTS code: Not available
Business sector (Main CPV)
66000000 Financial and insurance services
Total estimated contract value (excluding VAT)
Not available
Total final contract value (excluding VAT)
Not available
Procedure details
Tender reference number
EPO-2023-0039
Description

The EPO is searching for one asset manager who is able to provide the following asset management services for the EPO SSP as of 1 January 2025. \n- Provision of investment solutions in line with the investment guidelines for passive implementation of five asset classes Cash EUR, European bonds, European equities, global developed equities and emerging market equities.\n- Issue and redemptions of fund units via the established fund platform or a different method to be established with the current administrator.\n- Client relationship management\n- Reporting

Submission Method
Electronic via:
https://www.epo.org/NetServer/
Tenders may be submitted
Electronic submission: allowed
https://www.epo.org/NetServer/
Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)
Not available
Conditions for opening tenders (date)
Not available
Place of performance
Germany
CPV code

66000000 - Financial and insurance services

66140000 - Portfolio management services

66120000 - Investment banking services and related services

66100000 - Banking and investment services

66130000 - Brokerage and related securities and commodities services

72000000 - IT services: consulting, software development, Internet and support

66131000 - Security brokerage services

Award method
Criterion:
Type: quality
Description: Technical criteria
Weight (percentage, exact): 70.00
Criterion:
Type: price
Description: Price
Weight (percentage, exact): 30.00
Estimated value
Not available
Final contracted value
Not available
Award of contract
Not available
Documents
Prior information
Contract
Award
Footnote - legal notice

This content published on this page is meant purely as an additional service and has no legal effect. The Union's institutions do not assume any liability for its contents. The official versions of the relevant tendering notices are those published in the Supplement of Official Journal of the European Union and available in TED. Those official texts are directly accessible through the links embedded in this page. For more information please see Public Procurement Explainability and Liability notice.