Tenders Are Invited For Portfolio Management Services – Acquisition Of Asset Management Services Of Metropolia Ammatikorkeakoulu Oy

Portfolio Management Services – Acquisition Of Asset Management Services Of Metropolia Ammatikorkeakoulu Oy. The Share Of Metropolia Ammattikorkeakoulu Oys Assets To Be Auctioned, Which The Tender Includes, Is Currently Around 60 Million Euros. 3 Asset Managers For Equity, Interest And Alternative Investments Are Being Sought Through A Tender To Manage This Asset Lot. The Intention Is That The Outsourced Portfolios Will Therefore Be Around 20 Million Euros. The Selected Service Providers Therefore Do Not Have The Exclusive Right To Produce The Services That Are The Subject Of Procurement. At A Later Stage, Metropolia Ammattikorkeakoulu Oy Reserves The Right To Increase Or Decrease The Investable Assets Of The Fund Managers. Metropolia Ammattikorkeakoulu Oy Will Decide At A Later Stage How To Allocate Possible Additional Investments Or Reductions In Investments Per Asset Manager From The Assets Managed By The Asset Managers Based On What Is Appropriate In Terms Of The Goals Set For Investment Activities. Metropolia Ammattikorkeakoulu Oy Is Asking For Offers For Full Power Of Attorney Fund Management For Equity And Interest Investments. In The Procurement Procedure, The Open Procedure According To § 32 Of The Act On Public Procurement And Right-Of-Use Agreements (1397/2016) Is Applied. Regarding Alternative Investments, The Offer Can Be Separate In Relation To Equity And Interest Investments, The Offer Of Alternative Investments Can Be Implemented With A Consultative Agreement. This Is A Purchase That Exceeds The Eu Threshold. The Agreements Are Valid Until Further Notice. In The Procurement Procedure, Bids Must Be Submitted In Accordance With The Limits Allowed By The Investment Plan Attached To The Request For Bids. Annex To The Request For Tenders 1. The Return Target According To The Investment Plan Is 3.65% At The Time Of Bidding And A Neutral Allocation: Deposits/Money Markets: Basic Allocation 0%, Minimum 0% And Maximum 30% Short-Term Investments Min Bbb-: Basic Allocation 30%, Minimum 20% And Maximum 70% Government Bonds: Basic Allocation 0%, Minimum 0 % And Maximum 40% Medium And Long-Term Corporate Loans Min Bbb-: Basic Allocation 40%, Minimum 30%, Maximum 70% Other Fixed Income Investments, Untracked/Hy, Real Estate Funds/Plot Funds/Forest Funds: Basic Allocation 20%, Minimum 0%, Maximum 40% Shares (Index Funds/Etf And Active Equity Funds): Basic Allocation 10%, At Least 0%, At Most 20% For The Sub-Area: Other Interest-Bearing Investments, Unrouted/Hy, Real Estate Funds/Land Funds/Forest Funds The Asset Manager Can Also Suggest Other Alternative Investments, Such As Infrastructure And Private Debt. Private Equity Is Not Suitable For The Permitted Sub-Asset Classes Of Alternative Investments. At The Time Of The Competition, Metropolia Ammattikorkeakoulu Oys Current Profit Target And Neutral Allocation Are As Mentioned Above. However, The Board Of Metropolia Ammattikorkeakoulu Oy Has Decided That, Taking Into Account The Situation In The Investment Market, We Will Go In A Controlled Manner Towards Raising The Return Target Of The Investment Portfolio Towards 5%, Which Will Happen In An Estimated Time Span Of 1-2 Years. Raising The Profit Target Tu

12,00,000 - EUR

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