Provision of a SICAV UCITS Compartment with Equity Management Mandate
Original notice title
Italy – Financial market regulatory services – Procedura aperta per la messa a disposizione di un Comparto Esistente o di un Nuovo Comparto di una SICAV UCITS con mandato di gestione di strumenti azionari, di diritto italiano o lussemburghese, ai fini dell'investimento da parte di ENPAPI quale investitore unico e relativa attività di gestione.
Opportunity Score
Why this score?
Opportunity
55 / 100
Complexity
65 / 100
Risk factors
No explicit eligibility criteria provided; may hide strict requirements in unanalyzed documents.
Procurement documents not analyzed; critical details (e.g., contract terms, SLAs, liability, termination) unknown.
Deep Portfolio Analysis
Uses:
- Description
- Industries & Services
- Capabilities
- Market & Experience
- Certifications
Overview
Moderate opportunityKey Facts
- EUR 5M estimated value
- Services contract
- 1 lot
- Duration until Mar 2032
- Provision of an existing or new SICAV UCITS compartment (Italian or Luxembourg law) for equity instrument management.
- ENPAPI acts as sole investor in the compartment.
Show full summary
Open procedure by ENPAPI, the Italian nurses' pension fund, for the provision of an existing or new compartment of a SICAV UCITS (Italian or Luxembourg law) with an equity instrument management mandate, with ENPAPI as sole investor. Single lot, 5-year contract starting April 2027. Estimated value €4,975,000. Award based on 70% quality and 30% price. Submission deadline 2026-08-04 10:00 CET. Only Italian language documents. EU funding status is inconsistent between structured data (EU-funded) and XML notice (no EU funds). Procurement documents were not analyzed.
Risks
No explicit eligibility criteria provided; may hide strict requirements in unanalyzed documents.
Procurement documents not analyzed; critical details (e.g., contract terms, SLAs, liability, termination) unknown.
Analysis may be incomplete
Only part of the procurement documentation was analyzed. Additional eligibility requirements, certificates, or submission documents may exist in the remaining tender documentation.
Key Requirements
Technical
- Tenderers must offer an existing or new compartment of a SICAV UCITS compliant with Italian or Luxembourg law.
- Management mandate focused on equity instruments.
- Must accept ENPAPI as the sole investor.
Requirements may be incomplete.
Award Criteria
Lot 1
Buyer
Location
ROMA (RM), ITA
Website
Buyer profile
Identifier
97151870587
Activity
Social protection
Lots (1)
LOT-0001
Provision of a SICAV UCITS Compartment with Equity Management Mandate
Single lot for setting up an existing or new UCITS compartment (Italian or Luxembourg law) for equity instrument management, with ENPAPI as sole investor.
EUR 5M
Estimated value
Location
Duration
Category
Award Criteria
Deadline
Award details
Descrizione del Processo
Assetto del candidato, attivi in gestione e clientela.
Gestione del comparto
Servizi Amministrativi
1.Evoluzione e breakdown degli AuC (Asset under Custody) di fondi UCITS, per asset class (mln/) e tipologia di clientela (mln/) per gli ultimi 3 anni, inclusi quelli di diritto italiano (mln/).
Fee offerta
Value note
Show original TED data
Original lot title
Procedura aperta per la messa a disposizione di un Comparto Esistente o di un Nuovo Comparto di una SICAV UCITS con mandato di gestione di strumenti azionari, di diritto italiano o lussemburghese, ai fini dell'investimento da parte di ENPAPI quale investitore unico e relativa attività di gestione.
Original TED description
Procedura aperta per la messa a disposizione di un Comparto Esistente o di un Nuovo Comparto di una SICAV UCITS con mandato di gestione di strumenti azionari, di diritto italiano o lussemburghese, ai fini dell'investimento da parte di ENPAPI quale investitore unico e relativa attività di gestione.
Procurement Details
- Publication date
- 28 Jun 2026
- Languages
- Italian
Reference metadata
- Legal basis
- 32014L0024
Reference IDs
- Tender ID
- 445406-2026
Documents (1)
Similar tenders
Opportunity Score
Why this score?
Opportunity
55 / 100
Complexity
65 / 100
Risk factors
No explicit eligibility criteria provided; may hide strict requirements in unanalyzed documents.
Procurement documents not analyzed; critical details (e.g., contract terms, SLAs, liability, termination) unknown.
Deep Portfolio Analysis
Uses:
- Description
- Industries & Services
- Capabilities
- Market & Experience
- Certifications