France – Services de gestion de portefeuilles – MARCHE 2025FRR01 - MANDAT DE GESTION RESPONSABLE DE FONDS DE FONDS DE CAPITAL INVESTISSEMENT FRANCE

AI summary

This tender seeks one or two investment service providers to manage a dedicated fund-of-funds on a discretionary mandate for the French Pension Reserve Fund. The fund will invest primarily in very small enterprises, SMEs and mid-cap companies through underlying sub-funds, structured as a professional specialised fund.

#asset management#fund of funds#discretionary mandate#smb investment#france#pension fund
Fit for

Authorised investment managers or asset management firms with experience in discretionary fund management and professional fund administration are eligible to bid.

Key requirements

Service providers must be authorised investment managers capable of managing a discretionary mandate for a professional fund. They must demonstrate expertise in fund-of-funds structures and investing in small to mid-cap European enterprises.

Frequently asked questions

  • What is this tender about?

    This tender seeks one or two investment service providers to manage a dedicated fund-of-funds on a discretionary mandate for the French Pension Reserve Fund. The fund will invest primarily in very small enterprises, SMEs and mid-cap companies through underlying sub-funds, structured as a professional specialised fund.

  • What are the requirements for suppliers?

    Service providers must be authorised investment managers capable of managing a discretionary mandate for a professional fund. They must demonstrate expertise in fund-of-funds structures and investing in small to mid-cap European enterprises.

  • What type of company should bid?

    Authorised investment managers or asset management firms with experience in discretionary fund management and professional fund administration are eligible to bid.

  • Who is the buyer?

    The buyer is Fonds de Réserve pour les Retraites.

Le Marché a pour objet de sélectionner un ou deux prestataire(s) de services d'investissement qui, dans le cadre d'un mandat de gestion discrétionnaire, aura/ont la responsabilité de créer et de gérer un fonds dédié pour le FRR. Ce fonds sera constitué sous la forme d'un fonds professionnel spécialisé. Le fonds dédié au FRR sera, par l'intermédiaire des fonds-sous-jacents, investi principalement dans des très petites entreprises (TPE), des petites et moyennes entreprises et entreprises de taille intermédiaire (PME-ETI).

Buyer
Fonds de Réserve pour les Retraites
Buyer ID: 18009246200027·Département juridique
75007, Paris
Body responsible for review procedures
TRIBUNAL ADMINISTRATIF DE PARIS
Buyer ID: 17750005500013
75004, Paris
Other organization
FLEXSTONE PARTNERS SAS
Buyer ID: 494738750
75007, Paris
Other organization
SWEN CAPITAL PARTNERS
Buyer ID: 803812593
75008, Paris

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