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Provision of a SICAV UCITS Compartment with Equity Management Mandate

ENPAPI - Ente Nazionale di Previdenza e Assistenza della Professione Infermieristica·ROMA (RM), Italy·EUR 5M·Expired · Aug 04, 2026·Open·Services
High valueStructured notice only
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.

55/100

Opportunity Score

Needs reviewMedium complexity
ServicesExpired
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

Deep Company Fit Analysis

Uses:

  • Description
  • Industries & Services
  • Capabilities
  • Market & Experience
  • Certifications

Overview

Moderate opportunity

Key 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

Process Description (21%)21%Candidate structure, assets under management, and clientele (12%)12%Compartment management (20%)20%Administrative services (14%)14%Evolution and breakdown of UCITS AuC by asset class and client type over last 3 years (3%)3%Fee offered (30%)30%

Buyer

Location

ROMA (RM), ITA

Buyer profile

Open 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.

ServicesEU fundedElectronic submission

EUR 5M

Estimated value

Location

Roma ROMA (RM), Italy

Duration

Mar 2027 - Mar 2032

Category

Financial market regulatory services

Award Criteria

Process Description (21%); Candidate structure, assets under management, and clientele (12%); Compartment management (20%); Administrative services (14%); Evolution and breakdown of UCITS AuC by asset class and client type over last 3 years (3%); Fee offered (30%)

Deadline

Expired Aug 04, 2026

Procurement Details

Publication date
28 Jun 2026
Languages
Italian

Reference metadata

Legal basis
32014L0024

Reference IDs

Tender ID
445406-2026

Documents (1)

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