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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
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High valueStructured notice only
Titre original de l'avis

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

Score d'opportunité

Needs reviewMedium complexity
ServicesExpired
Pourquoi ce score ?

Opportunité

55 / 100

Complexité

65 / 100

Facteurs de risque

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.

Analyse approfondie du portefeuille

Analyse approfondie de l'adéquation entreprise

Utilise:

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

Aperçu

Moderate opportunity

Faits clés

  • 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.
Afficher le résumé complet

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.

Risques

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.

L'analyse peut être incomplète

Seule une partie des documents de consultation a été analysée. Des exigences, certificats ou documents de soumission supplémentaires peuvent exister dans les documents restants.

Exigences clés

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.

Les exigences peuvent être incomplètes.

Critères d'attribution

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%

Acheteur

Localisation

ROMA (RM), ITA

Profil acheteur

Ouvrir le profil

Identifiant

97151870587

Activité

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

Valeur estimée

Localisation

Roma ROMA (RM), Italy

Durée

Mar 2027 - Mar 2032

Catégorie

Financial market regulatory services

Critères d'attribution

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%)

Date limite

Expired Aug 04, 2026

Détails de la procédure

Date de publication
28 Jun 2026
Langues
Italian

Métadonnées de référence

Base juridique
32014L0024

Identifiants de référence

ID de l'appel d'offres
445406-2026

Documents (1)

Document de consultation 1

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