Procurement of Financial Management Services of the Helsinki Tender

• Country: Finland
• Summary: Procurement of Financial Management Services of the Helsinki Parish Association
• FIT Ref No: 134730943
• Deadline: 02 Mar 2026
• Financier: Self Financed
• Purchaser Ownership: Government
• Tender Value: EUR 5160000
• Notice Type: Tender
• Document Ref. No.: 70359-2026
• Purchaser's Detail:
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• Description:
• The share of the Helsinki Seurakuntayhtymät's assets to be tendered, which the tender includes, is approximately EUR 258 ​​million. This is divided into three investment portfolios: 1. The investment portfolio of Helsinki Seurakuntayhtymä's monetary assets approx. 226 Meur, 2. Helsinki The investment portfolio of the funds of the parish association's funeral fund approx. 24Meur. and 3. The investment portfolio of the funds of the bequest and endowment funds of the Helsinki Parish Association approx. 8Meur. Helsinki Seurakuntayhtymä reserves the right to make individual share and fixed income investments outside the competitive mandates. 2 asset managers for equity and interest investments are being sought through a tender to manage this asset lot. The intention is that the outsourced portfolios will therefore be around 129 million euro. The size of the outsourced portfolio can be smaller or larger than this. The share of equity investments in the managed portfolio will be 59% (=50%/(35%+50%). The share of fixed income investments in the managed portfolio will be 41% (=35%/(35%+50%). Selectable service providers therefore do not have the exclusive right to produce the services that are the subject of procurement. At a later stage, the Association of Helsinki Parishes reserves the right to increase or decrease the investable assets of the fund managers. Helsinki Seurakuntayhtämä makes a decision at a later stage how to allocate possible additional investments or reductions in investments per asset manager from the assets managed by the asset managers based on what is an appropriate investment...
• Documents:

 Tender Notice