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France - Portfolio management services - Framework agreement for financial management of dedicated euro bond funds

Original France - Services de gestion de portefeuilles - Accord-cadre de gestion financière de fonds dédiés d'obligations euro

Open Contract notice

Key facts

Where
France
Procedure
Negotiated procedure The buyer selects candidates, then negotiates the offers before choosing. Full entry Above the EU threshold A contract large enough that EU-wide rules apply and it must be published on TED. Full entry
CPV code The EU's common vocabulary for what is being bought: an eight-digit code every notice carries. Full entry
66140000 Portfolio management services
Original language
French
Published
Source
via TED - Tenders Electronic Daily (Publications Office of the EU), verified 1 month ago
Notice number
533796-2026
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Summary

Machine-generated summary

A French public buyer is procuring portfolio management services under a framework agreement. The contract aims to select three providers to create a specialised professional fund (FPS) or take over a general-purpose investment fund (FIVG) to be converted into an FPS, and to manage it following an absolute return euro bond strategy. Each provider receiving a purchase order will be tasked with creating or taking over one such fund. Providers able to offer this fund management service may bid; details of the procedure are set out in the tender documents.

Description

Le marché, objet de la présente consultation, a pour objet la sélection de trois (3) Titulaires pour la création d'un Fonds Professionnel Spécialisé (FPS) ou la reprise d'un Fonds d'Investissement à Vocation Générale (FIVG) qui devra être transformé en FPS (ci-après les ou le « Fonds ») et la gestion de ces Fonds selon une stratégie dite d'obligations euro en performance absolue. Chaque Titulaire ayant reçu un Bon de Commande aura pour mission de créer ou reprendre un Fonds de stratégie Obligations euro en performance absolue. Le marché, objet de la présente consultation, a pour objet la sélection de trois (3) Titulaires pour la création d’un Fonds Professionnel Spécialisé (FPS) ou la reprise d’un Fonds d’Investissement à Vocation Générale (FIVG) qui devra être transformé en FPS (ci-après les ou le « Fonds ») et la gestion de ces Fonds selon une stratégie dite d’obligations euro en performance absolue. Chaque Titulaire ayant reçu un Bon de Commande aura pour mission de créer ou reprendre un Fonds de stratégie Obligations euro en performance absolue.

Official source

Source: TED - Tenders Electronic Daily (Publications Office of the EU)

Always verify details on the official notice.

Last verified against TED - Tenders Electronic Daily (Publications Office of the EU) 1 month ago

More from this buyer

Full buyer profile

2 open tenders right now

This buyer has no award history in this sector yet. Usual winners, Financial & insurance services - France

Company Wins Total awarded Last win
SMACL ASSURANCES 72 €6.6M Sep 2026
SOCIETE MUTUELLE D'ASSURANCE DU BATIMENT ET DES TRAVAUX PUBLICS 68 €2.6M Sep 2026
CAISSE REGIONALE D'ASSURANCES MUTUELLES AGRICOLES BRETAGNE PAYS DE LA LOIRE 54 €1.5M Dec 2025
SMABTP 27 €14.8M Sep 2026
UP COOP 23 €4.4M Sep 2026

Based on 1306 awards with a linked company profile over the last 2 years.

Change history

Every time an official source republished this notice with different content. We watch every source we index, including regional copies of the same notice.

  1. Read before bidding
    • Scope and criteria: The description was expanded. Re-read it before you bid.

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Market context

Avg. open tender · Financial & insurance services
€15,175,008
2,888 open across Europe right now
Buyer track record on Aperlena
5 notices tracked · 0 awarded

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