Investment consulting and reporting

Harstad kommunale pensjonskasse

The Harstad municipal pension fund requests to recruit an investment strategic advisor. The Awarding Authority requests a consultant whom can provide the following services:
— Provide the Board with independent and autonomous investment advice and answer any related questions.
— Monthly reports for the investment portfolios return and risk. Responsibility for the collection and consolidation of data from fund managers.
— Quarterly stress test calculations for the pension fund and the Financial Supervisory Authority of Norway's guidelines.
— Annual audits of the pension fund's strategy for investment management.
— Assistance in the evaluation of fund managers and management agreements.
— Assistance with eventual competitive tendering of investment management.
— Independent control in accordance with the investment management regulations § 2-2.
The advisors shall be institutional, functional and financially independent of all financial institutions, fund managers and funds which may come to consider as an adviser for the pension fund. Investment advice shall be based solely on the advisor's own and independent analysis.
The board of the pension fund request to separate the delivery of the requested services from the pension fund other administrative functions. The advisors shall therefor be institutional, functional and financially independent of the pension fund 's other service providers.
Investment advice shall held in Norwegian.
For further information refer to the requirement specifications.
NOTE: To register your interest in this notice and obtain any additional information please visit the Doffin Web Site at http://www.doffin.no/Search/Search_Switch.aspx?ID=311159

Frist

Fristen for mottak av tilbud var 2014-01-03. Anskaffelsen ble publisert 2013-11-22.

Hvem? Hva? Hvor?
Anskaffelseshistorikk
Dato Dokument
2013-11-22 Kunngjøring av konkurranse
Kunngjøring av konkurranse (2013-11-22)
Gjenstand
Anskaffelsens omfang
Tittel: Financial consultancy services
Metadata for kunngjøring
Originalspråk: engelsk 🗣️
Dokumenttype: Kunngjøring av konkurranse
Kontraktens art: Tjenester
Forskrift: Det europeiske økonomiske samarbeidsområdet (EØS), med deltakelse av GPA-land
Felles innkjøpsordliste (CPV)
Kode: Tjenester i forbindelse med finansrådgivning 📦

Prosedyre
Prosedyretype: Åpen anbudskonkurranse
Tilbudstype: Innlevering for alle delkontrakter
Tildelingskriterier
Det mest økonomisk fordelaktige tilbudet

Oppdragsgiver
Identitet
Land: Norge 🇳🇴
Type tildelende myndighet: Departement eller annen nasjonal eller føderal myndighet
Navn på tildelende myndighet: Harstad kommunale pensjonskasse
Postadresse: c/o Postmottak
Postnummer: 9479
Poststed: Harstad
Kontakt
E-post: khb@b-k-p.no 📧
Telefon: +47 93480177 📞

Referanse
Datoer
Sendt dato: 2013-11-22 📅
Innleveringsfrist: 2014-01-03 📅
Publiseringsdato: 2013-11-26 📅
Identifikatorer
Kunngjøringsnummer: 2013/S 229-398597
OJ-S-utgave: 229
Tilleggsinformasjon
(NT Ref:311230)

Gjenstand
Anskaffelsens omfang
Kort beskrivelse:
The Harstad municipal pension fund requests to recruit an investment strategic advisor. The Awarding Authority requests a consultant whom can provide the following services:
— Provide the Board with independent and autonomous investment advice and answer any related questions.
— Monthly reports for the investment portfolios return and risk. Responsibility for the collection and consolidation of data from fund managers.
— Quarterly stress test calculations for the pension fund and the Financial Supervisory Authority of Norway's guidelines.
— Annual audits of the pension fund's strategy for investment management.
— Assistance in the evaluation of fund managers and management agreements.
— Assistance with eventual competitive tendering of investment management.
— Independent control in accordance with the investment management regulations § 2-2.
The advisors shall be institutional, functional and financially independent of all financial institutions, fund managers and funds which may come to consider as an adviser for the pension fund. Investment advice shall be based solely on the advisor's own and independent analysis.
Vis mer
The board of the pension fund request to separate the delivery of the requested services from the pension fund other administrative functions. The advisors shall therefor be institutional, functional and financially independent of the pension fund 's other service providers.
Vis mer
Investment advice shall held in Norwegian.
For further information refer to the requirement specifications.
NOTE: To register your interest in this notice and obtain any additional information please visit the Doffin Web Site at http://www.doffin.no/Search/Search_Switch.aspx?ID=311159
Utførelsessted
Hovedsted eller utførelsessted: Harstad, Norway.

Juridisk, økonomisk, finansiell og teknisk informasjon
Vilkår for deltakelse
Egnethet til å utøve yrkesvirksomheten:
(1) Company registration certificate.
(2) Evidence of enrolment on the professional or trade register, as required by national law, in the country where the company is established
(3) Value added tax certificate (National requirement)
(4) Company tax certificate (National requirement)
(5) Self-declaration in compliance with Appendix 2 (HSE) of the Norwegian procurement regulations (National requirement)
(6) Other documentation required (please state below)
Refer to the tender documents
Økonomisk og finansiell stilling:
(1) Other documentation required (please state below)
Refer to the tender documents
Teknisk og faglig kapasitet: Refer to the tender documents
Kontraktutførelse
Personalets navn og faglige kvalifikasjoner ✅

Prosedyre
Tilbudets gyldighetsperiode: 60 måneder
Språk
Andre språk: Norwegian

Oppdragsgiver
Kontakt
Kontaktpunkt: Knut Håkon Brox
Adresse til kjøperprofilen: http://www.doffin.no//search/Search_AuthProfile.aspx?ID=AA3378 🌏
Kilde: OJS 2013/S 229-398597 (2013-11-22)
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