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Nordic pension fund tenders $40m worth of equity mandates

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A Nordic pension fund has tendered $40m (€35.5m) worth of equity mandates, using IPE Quest.

The unnamed asset owner tendered four $5m-10m mandates for a series of equity strategies, using either UCITS or SICAV structures as its preferred fund-pooling option.

Search QN-2154 seeks to allocate towards an actively managed global equity strategy, benchmarked against the MSCI All Countries World Index.

QN-2155 is looking to build exposure to an actively managed, global developed-market equity strategy, benchmarked against the MSCI Developed Markets Index.

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An actively managed European equity mandate is being tendered as part of search QN-2156, with the pension fund specifying the MSCI Europe Index as a benchmark.

Tracking error must range between 1% and 6% for all three mandates.

The final search, QN-2157, for an actively managed Japanese equity mandate, would be benchmarked against the Nikkei 225.

Fund managers for any four of the mandates should have at least $500m in AUM in the asset classes in question, and at least $1bn in company assets.

The pension fund asks that managers have at least three years’ experience, but preferably five years, across any of the strategies, and that proposals state net of fees performance to the end of January.

Proposals for all four searches must be submitted by 29 February.

The IPE news team is unable to answer any further questions about IPE Quest tender notices to protect the interests of clients conducting the search. To obtain information directly from IPE Quest, please contact Jayna Vishram on +44 (0) 20 3465 9330 or email jayna.vishram@ipe-quest.com.

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  • QN-2548

    Asset class: Fixed Income, Emerging Market Debt Hard Currency (Active).
    Asset region: Emerging Markets.
    Size: CHF 300-400m.
    Closing date: 2019-07-30.

  • QN-2549

    Asset class: Fixed Income, Emerging Market Debt Hard Currency (Passive or Passive Enhanced).
    Asset region: Emerging Markets.
    Size: CHF 300-700m.
    Closing date: 2019-07-30.

  • QN-2550

    Asset class: Fixed Income, Emerging Market Debt Local Currency (Active).
    Asset region: Emerging Markets.
    Size: CHF 250-350m.
    Closing date: 2019-07-31.

  • QN-2551

    Asset class: Fixed Income, Emerging Market Debt Local Currency (Passive or Passive Enhanced).
    Asset region: Emerging Markets.
    Size: CHF 250-350m.
    Closing date: 2019-07-31.

  • QN-2552

    Asset class: Fixed Income, High Yield (Active).
    Asset region: High Yield (US).
    Size: CHF 500-600m.
    Closing date: 2019-07-29.

  • QN-2553

    Asset class: Fixed Income, High Yield (Passive or Passive Enhanced).
    Asset region: High Yield (US).
    Size: CHF 500-1'100m.
    Closing date: 2019-07-29.

  • QN-2554

    Asset class: Global Real Estate (Equity, unlisted Funds).
    Asset region: World (ex-Switzerland).
    Size: CHF 200 mn (potential for further growth).
    Closing date: 2019-08-07.

  • QN-2555

    Asset class: Real Estate.
    Asset region: European.
    Size: EUR 50 - 100 million.
    Closing date: 2019-07-22.

  • QN-2556

    Asset class: FX Hedging.
    Asset region: Global.
    Size: Mandate size of CHF 1.5 bn.
    Closing date: 2019-08-09.

  • QN-2557

    Asset class: All/large Cap Equities.
    Asset region: China A-shares.
    Size: Unit linked platform (0m USD in initial investment).
    Closing date: 2019-08-01.

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