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Requests for proposal concerning the SICAV

As a public institution, FDC is required to select its service providers in accordance with the Luxembourgish procurement legislation. More precisely, FDC is subject to the provisions of the law of 25 June 2009 regarding public procurements, as amended, when selecting its service providers.

In addition to the legal publications, FDC announces the launch of its requests for proposal also via its website.

Currently, there is no request for proposal in progress.

 

Winners of the last request for proposal: request for proposal dated 23 May 2017 related to the awarding of several portfolio management mandates

FDC's Board of Directors approved, during its meeting of 18 May 2017, to launch a request for proposal regarding the attribution of several portfolio management mandates as well as several standby mandates on behalf of FDC's SICAV. In fact, the existing legislation with regard to public tenders foresees a maximum period of ten years for all mandate awarded to a service provider, knowing that various mandates covering portfolio management services have been concluded in 2007.

The contract notice of the given request for proposal has been published on 23 May 2017 at the Portail des marchés publics du Grand-Duché de Luxembourg, in the Luxembourg press and in the Supplement to the Official Journal of the European Union (OJEU).

The awarding of the contract has been pronounced by FDC's Board of Directors on 14 December 2017. Thus, the mandates have been awarded to:

Lot 1: EUR denominated Money Market Sustainable Approach - Active:

  • AXA Investment Managers, Paris
  • Amundi Asset Management, Paris (stand-by mandate)


Lot 2: EUR denominated Bonds Sustainable Approach - Active:

  • Allianz Global Investors GmbH, France Branch, Paris
  • Amundi Asset Management, Paris
  • HSBC Global Asset Management (France), Paris
  • BNP Paribas Asset Management, Paris (stand-by mandate)


Lot 3: Global Bonds Sustainable Approach (hedged) - Active:

  • AXA Investment Managers, Paris
  • FIL Pensions Management, Kent (stand-by mandate)


Lot 4: Global Equities - Indexed: 

  • State Street Global Advisors Limited, London
  • UBS Asset Management (UK) Limited, London
  • Northern Trust Global Investments Limited, London (stand-by mandate)