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Pension fund management services

University of Bristol | Published March 22, 2017  -  Deadline April 24, 2017
cpvs
66141000, 66522000, 66523000, 66131100, 66130000

The Trustees of the University of Bristol Pension and Assurance Scheme have decided to appoint a provider to manage the assets of the Scheme on a fiduciary basis. The University of Bristol has been instructed by the Trustees of the Scheme to run a tender process with the intention of identifying and awarding a contract to the most economically advantageous tender. Any decision to award a contract will be approved by the Scheme's Trustees.

The Trustees of the University of Bristol Pension and Assurance Scheme have decided to appoint a provider to manage the assets of the Scheme on a fiduciary basis. The University of Bristol has been instructed by the Trustees of the Scheme to run a tender process with the intention of identifying and awarding a contract to the most economically advantageous tender. Any decision to award a contract will be approved by the Scheme's Trustees.

The scheme has assets of approximately 300 000 000 GBP. The appointed organisation will provide a full fiduciary management service to the Trustees of the University of Bristol Pension and Assurance Scheme (UBPAS), together with the necessary support in respect of the delivery of the administration of the scheme.

The appointed organisation will decide on, oversee, execute or advise on the some or all of the following:

Strategic Asset Allocation,

Tactical Asset Allocation,

Hedging Strategy Implementation,

Manager selection,

Asset class selection,

Portfolio Construction,

Managing scheme liquidity,

Fund reporting,

Trustee Education,

Portfolio Implementation,

Strategic Objectives,

Risk Budget,

Constraints,

Hedging Strategy Design.

Climate Challenge Fund Management and Administration Services

Scottish Government | Published March 22, 2017
cpvs
75100000, 75100000, 90700000, 75200000, 98000000

The Climate Challenge Fund is a vital part of the Scottish Government’s work to create more sustainable communities and reduce emissions in a low-carbon economy. It supports community organisations to deliver these outcomes by providing project funding to qualifying projects of up to GBP150k per annum. The Scottish Government requires a suitably qualified and experienced service provider to undertake the administration and management of the fund. CPV: 75100000, 75100000, 90700000, 75200000, 98000000.

Provision of Fund Management Services for the Equality Budget

Scottish Government | Published March 24, 2017  -  Deadline April 25, 2017
cpvs

The Scottish Government’s Equality Unit is seeking a suitable service provider to undertake the administration and management – including capacity building, and outcomes-based monitoring and evaluation – of the projects and organisations to be funded under the Equality Budget for 1 July 2017 – 31 March 2020. Only a proportion, approximately 60%, of the total of the Equality Budget (£20.3 million) is to be managed externally by the Fund Manager: the remainder will be managed by Scottish Government officials.

Accelerated fund managers services

AS "Attīstības finanšu institūcija Altum", 50103744891 | Published February 15, 2017  -  Deadline April 10, 2017
cpvs

Accelerated program services for operators, pre-seed money investments and seed money investment in the form of a Client provided by the European Regional Development Fund 15 000 000 (fifteen million) EUR Estimated contract value excluding VAT (give figures only): Currency: EUR or range range: between and Currency: EUR

Provision of Fund Management Services for the Equality Budget

Scottish Government | Published March 30, 2017  -  Deadline April 25, 2017
cpvs

The Scottish Government’s Equality Unit is seeking a suitable service provider to undertake the administration and management – including capacity building, and outcomes-based monitoring and evaluation – of the projects and organisations to be funded under the Equality Budget for 1 July 2017 – 31 March 2020. Only a proportion, approximately 60%, of the total of the Equality Budget (£20.3 million) is to be managed externally by the Fund Manager: the remainder will be managed by Scottish Government officials.

Fund management revolving fund - Groningen Province

provincie Groningen | Published March 13, 2017  -  Deadline May 24, 2017
cpvs
66100000

Revolving fund The province wants projects aimed at enhancing the quality of life and contributing to the energy help. For this, a revolving fund will be established from which loans are made to provide projects with (subordinated) loans funding. The target groups are organizations, associations, foundations, businesses and governments. The fund focuses on more local initiatives. It is not open to individuals. The fund has a term of 10 years and a capital of € 23 million. The money flows back into the fund can be re-used during the lifetime of the fund. The fund's energy part is complemented possible in 2017.

UNDP-RFP-2017-020; Hiring of a Qualified Firm/Institute/Organization for Service Delivery Innovation Fund Management.

Pakistan - PAKISTAN | Published March 14, 2017  -  Deadline April 3, 2017
cpvs

RFP for Hiring of a Qualified Firm/Institute/Organization for Service Delivery Innovation Fund ManagementWe kindly request you to submit your Proposal for Hiring of a Qualified Firm/Institute/Organization for Service Delivery Innovation Fund Management Please be guided by the form annexed inside RFP in preparing your Proposal. Your offer, comprising of a Technical and Financial Proposal, in separate sealed envelopes, must reach to the following address latest by April 3rd 2017 (1230 hours) at the following address:[Ref: UNDP/RFP/2017/020]UNDP Registry, Quotation/Bids/ProposalsUnited Nations Development ProgrammeSerena Business Complex, 2nd Floor, Khayaban e Suhrawardhy,Islamabad, Pakistan Tel: 051-8355600 Fax: 051-2600254-5Please ensure to mention the company name and reference number on Envelop of solicitation document e.g [Ref. # UNDP/RFP/2017/020]. In case Courier Company will use their own envelop then also make sure that Reference number is mentioned clearly. Proposals/bids/quotations received without reference number in the subject line will not be entertained and will be returned unopened to the sender (mentioned on Envelop). UNDP will not assume the responsibility for the misplacement or premature opening of the proposals, when the instructions noted above are not properly followed.Proposals that are received by UNDP after the deadline indicated above, for whatever reason, shall not be considered for evaluation. Proposals received without reference number on the envelope will not be entertained and will result in the rejection of your submission. If you require any clarification related to this RFP, kindly send your queries to procurement.info@undp.org UNDP looks forward to receiving your Proposal and thanks you in advance for your interest in UNDP procurement opportunities.For detailed information please click on to the following linkhttp://www.pk.undp.org/content/pakistan/en/home/operations/procurement0/

Pension fund management services

Landen | Published February 11, 2017  -  Deadline April 4, 2017
cpvs
66141000

Landen and CPAs Countries - Managing a pension reserve in order for the board through an insurance policy to offset the increase in pension costs for its representatives.

Report on the operation of the Alternative Investment Fund Managers Directive (AIFMD) — Directive 2011/61/EU of the European Parliament and of the Council

Europa-Kommissionen, Directorate-General for Financial Stability, Financial Services and Capital Markets Union | Published March 28, 2017  -  Deadline June 1, 2017
cpvs
66000000, 66140000

Det generelle formål med kontrakten er at forsyne Kommissionen med en tilbageskuende analyse af, i hvilket omfang målene for direktivet om forvaltere for alternative investeringsfonde (Alternative Investment Fund Managers Directive – AIFMD) — Europa-Parlamentets og Rådets direktiv 2011/61/EU er blevet opfyldt.

Kontrahenten skal udføre en generel undersøgelse af, hvordan reglerne i AIFMD fungerer og den erfaring, der er opnået ved anvendelsen deraf. Denne skal ligeledes udarbejde en evidensbaseret undersøgelse af, hvor effektive, relevante og sammenhængende reglerne AIFMD er, med henblik på at nå deres mål, og hvad EU-merværdien af disse foranstaltninger har været. Resultaterne af den generelle undersøgelse og resultaterne af undersøgelsen skal udføres af kontrahenten i en enkelt endelig rapport.

Das allgemeine Ziel des Auftrags ist die Bereitstellung einer rückblickenden Analyse für die Kommission zu dem Thema, inwieweit die Ziele der Richtlinie über die Verwalter alternativer Investmentfonds (Alternative Investment Fund Managers Directive — AIFMD) — Richtlinie 2011/61/EU des Europäischen Parlaments und des Rates — erreicht wurden.

Der Auftragnehmer wird eine allgemeine Erhebung über die Funktionsweise der AIFMD-Bestimmungen und die bei ihrer Anwendung gewonnene Erfahrung durchführen. Er wird ebenfalls eine evidenzbasierte Studie über die Wirksamkeit, Effizienz, Relevanz und Kohärenz der AIFMD-Bestimmungen bei der Erreichung ihrer Ziele und den Mehrwert dieser Maßnahmen für die EU erstellen. Die Ergebnisse der allgemeinen Erhebung und die Erkenntnisse der Studie sind vom Auftragnehmer in einem einzigen Abschlussbericht vorzulegen.

The general objective of the contract is to provide the Commission with the backward-looking analysis to what extent the objectives of the Alternative Investment Fund Managers Directive (AIFMD) — Directive 2011/61/EU of the European Parliament and of the Council — have been achieved.

The contractor will have to carry out a general survey on the functioning of the AIFMD rules and the experience acquired in applying them. It will also have to produce an evidence-based study on how effective, efficient, relevant and coherent the AIFMD rules are in achieving their objectives and what the EU value added of these measures has been. The results of the general survey and the findings of the study will have to be provided by the contractor in a single final report.

El objetivo general del contrato es suministrar a la Comisión el análisis retroactivo relativo a la medida en que se han cumplido los objetivos de la Directiva relativa a los gestores de fondos de inversión alternativos (Directiva GFIA) — Directiva 2011/61/UE del Parlamento Europeo y del Consejo.

El contratista llevará a cabo un estudio sobre el funcionamiento de las normas de la Directiva GFIA y la experiencia adquirida a la hora de aplicarlas. Asimismo, tendrá que producir un estudio basado en pruebas sobre lo efectivas, eficientes, pertinentes y coherentes que son las normas de la Directiva GFIA a la hora de conseguir sus objetivos, y sobre cuál ha sido el valor añadido de dichas medidas. Los resultados del estudio general y de los hallazgos del estudio serán facilitados por el contratista en un único informe final.

Sopimuksen yleistavoitteena on toimittaa komissiolle menneeseen suuntautuva analyysi siitä, missä määrin vaihtoehtoisten sijoitusrahastojen hoitajista annetun direktiivin (Alternative Investment Fund Managers Directive – AIFMD) (Euroopan parlamentin ja neuvoston direktiivi 2011/61/EU) tavoitteet on saavutettu.

Sopimusosapuolen on toteutettava yleinen selvitys, joka koskee AIFMD:n sääntöjen toimivuutta ja niiden soveltamisesta saatuja kokemuksia. Lisäksi sopimusosapuolen on tuotettava todisteisiin perustuva tutkimus siitä, kuinka tehokkaita, tuloksellisia, merkityksellisiä ja yhtenäisiä AIFMD:n säännöt ovat tavoitteidensa saavuttamisessa ja mikä EU:n kyseisistä toimenpiteistä saama lisäarvo on ollut. Sopimusosapuolen on toimitettava yleisen selvityksen tulokset ja tutkimuksen löydökset yksittäisen loppuraportin muodossa.

L'objectif général du marché est de fournir à la Commission l'analyse rétrospective de la portée de la réalisation des objectifs de la directive sur les gestionnaires de fonds d'investissement alternatifs — directive 2011/61/UE du Parlement européen et du Conseil.

Le contractant sera chargé de réaliser une enquête générale sur le fonctionnement des règles de la directive sur les gestionnaires de fonds d'investissement alternatifs et sur l'expérience acquise dans le cadre de leur application. Il devra également produire une étude fondée sur des données probantes relative à l'efficacité, à l'efficience, à la pertinence et à la cohérence des règles de cette directive pour atteindre les objectifs visés, ainsi qu'à la valeur ajoutée de ces mesures pour l'UE. Les résultats de l'enquête générale et les conclusions de l'étude devront être présentés par le contractant dans le cadre d'un rapport final unique.

Γενικός στόχος της σύμβασης είναι η παροχή ανάλυσης στην Επιτροπή βάσει ανασκόπησης του παρελθόντος σχετικά με τον βαθμό στον οποίο έχουν επιτευχθεί οι στόχοι της οδηγίας σχετικά με τους διαχειριστές οργανισμών εναλλακτικών επενδύσεων (AIFMD) — Οδηγία 2011/61/ΕΕ του Ευρωπαϊκού Κοινοβουλίου και του Συμβουλίου.

Ο ανάδοχος θα πρέπει να εκτελέσει γενική έρευνα σχετικά με τη λειτουργία των κανόνων της οδηγίας AIFMD και την εμπειρία που αποκτήθηκε κατά την εφαρμογή τους. Θα πρέπει, επίσης, να παράγει μελέτη βάσει αποδεικτικών στοιχείων σχετικά με την αποτελεσματικότητα, αποδοτικότητα, συνάφεια και συνοχή των κανόνων της οδηγίας AIFMD κατά την επίτευξη των οικείων στόχων, καθώς και για τον προσδιορισμό της προστιθέμενης αξίας της ΕΕ των εν λόγω μέτρων. Τα αποτελέσματα της γενικής έρευνας και τα ευρήματα της μελέτης θα πρέπει να παρασχεθούν από τον ανάδοχο σε μία ενιαία τελική έκθεση.

L'obiettivo generale del presente appalto consiste nel fornire alla Commissione un'analisi retrospettiva per illustrare in che misura sono stati raggiunti gli obiettivi della direttiva sui gestori di fondi di investimento alternativi (AIFMD) — direttiva 2011/61/UE del Parlamento europeo e del Consiglio.

Il contraente dovrà condurre un'indagine generale sul funzionamento delle disposizioni AIFMD e sull'esperienza acquisita nell'ambito della loro applicazione. Dovrà inoltre preparare uno studio fondato su elementi concreti che permetta di determinare quanto efficaci, efficienti, rilevanti e coerenti sono le disposizioni AIFMD nel raggiungimento dei loro obiettivi e qual è stato il valore aggiunto di tali misure nell'UE. I risultati dell'indagine generale e le conclusioni dello studio dovranno essere presentati dal contraente in un'unica relazione finale.

De algemene doelstelling van de opdracht is de verstrekking aan de Commissie van de terugblikkende analyse over de mate waarin de doelstellingen van de richtlijn inzake beheerders van alternatieve beleggingsinstellingen (BAB-richtlijn) – Richtlijn 2011/61/EU van het Europees Parlement en de Raad – zijn behaald.

De contractant moet een algemeen onderzoek uitvoeren over de werking van de regels van de BAB-richtlijn en de ervaring die is opgedaan bij de toepassing ervan. Er moet tevens een op bewijs gebaseerd onderzoek worden opgesteld over hoe doeltreffend, efficiënt, relevant en samenhangend de regelgeving van de BAB-richtlijn zijn bij het bereiken van de doelstellingen ervan en wat de toegevoegde EU-waarde van deze maatregelen is geweest. De contractant moet de resultaten van het algemene onderzoek en de bevindingen van het onderzoek in een enkel eindverslag verstrekken.

O objetivo geral do contrato consiste em fornecer à Comissão a análise retrospetiva do grau de concretização dos objetivos da Diretiva «Gestores de Fundos de Investimento Alternativos» (DGFIA) — Diretiva 2011/61/UE do Parlamento Europeu e do Conselho.

O contratante terá de realizar um inquérito geral sobre o funcionamento das regras da DGFIA e a experiência adquirida na sua aplicação. Adicionalmente, o contratante terá de produzir um estudo baseado nas evidências sobre o grau de eficácia, eficiência, pertinência e coerência das regras da DGFIA na concretização dos seus objetivos e sobre qual foi o valor acrescentado destas medidas para a UE. Os resultados do inquérito geral e as conclusões do estudo terão de ser apresentados pelo contratante num único relatório final.

Det allmänna syftet med kontraktet är att förse kommissionen med en tillbakablickande analys av till vilken utsträckning målen för direktivet om förvaltare av alternativa investeringsfonder (Alternative Investment Fund Managers Directive – AIFMD) – Europaparlamentets och rådets direktiv 2011/61/EU – har uppnåtts.

Uppdragstagaren ska utföra en allmän undersökning om hur reglerna i AIFMD fungerar och om den erfarenhet som förvärvats vid tillämpningen av dem. Denne ska även utarbeta en evidensbaserad studie om hur effektiva, verkningsfulla, relevanta och samstämmiga reglerna i AIFMD är vad gäller att uppnå målen och om vilket mervärde för EU som dessa åtgärder har inneburit. Resultaten av den allmänna undersökningen och slutsatserna för studien ska tillhandahållas av uppdragstagaren i en enskild slutrapport.

Obecným cílem zakázky je poskytnout Komisi retrospektivní analýzu toho, do jaké míry bylo dosaženo cílů směrnice o správcích alternativních investičních fondů (AIFMD) 2011/61/EU – směrnice Evropského parlamentu a Rady.

Zhotovitel bude muset provést obecný průzkum o fungování pravidel dle směrnice AIFMD a zkušenostech získaných při jejich uplatňování. Rovněž bude muset vypracovat studií založenou na důkazech o tom, jak efektivní, účinná, přiměřená a jednotná tato pravidla AIFMD jsou při naplňování jejich cílů a jaká byla přidaná hodnota EU těchto opatření. Výsledky obecného průzkum a zjištění studie bude zhotovitel muset poskytnout v rámci jedné závěrečné zprávy.

Lepingu üldeesmärk on anda komisjonile tagasivaatav analüüs selle kohta, millises ulatuses on saavutatud alternatiivsete investeerimisfondide valitsejate direktiivi (Euroopa Parlamendi ja nõukogu direktiiv 2011/61/EL) eesmärke.

Töövõtja peab viima ellu ülduuringu alternatiivsete investeerimisfondide valitsejate direktiivi eeskirjade toimimise ja nende rakendamisest saadud kogemuste kohta. Töövõtja peab esitama ka tõendipõhise uuringu selle kohta, kui tõhusad, tulemuslikud, asjakohased ja sidusad on alternatiivsete investeerimisfondide valitsejate direktiivi eeskirjad oma eesmärkide saavutamisel ja milline on olnud nende meetmete lisaväärtus ELi jaoks. Töövõtja peab ülduuringu tulemused ja uuringu tulemused esitama 1 lõpparuandes.

A szerződés általános célkitűzése hátratekintő elemzés biztosítása a Bizottság számára azzal kapcsolatosan, hogy az alternatívbefektetésialap-kezelőkről szóló irányelvben – az Európai Parlament és a Tanács 2011/61/EU irányelvben – szereplő célkitűzések milyen mértékben valósultak meg.

A nyertes ajánlattevőnek általános felmérést kell készítenie a alternatívbefektetésialap-kezelőkről szóló irányelv szabályainak működéséről és az alkalmazása során szerzett tapasztalatokról. Ezenkívül bizonyítékon alapuló tanulmányt készít azzal kapcsolatosan, hogy mennyire bizonyulnak hatékonynak, eredményesnek, relevánsnak és koherensnek az irányelv szabályai a célkitűzéseik elérése terén, továbbá melyek ezeknek az intézkedéseknek az Európai Unió által hozzáadott értéke. Az általános felmérés eredményeit és a tanulmány eredményeit egyszerű végleges jelentésben kell ismertetnie a nyertes ajánlattevőnek.

Bendras sutarties tikslas – teikti Komisijai restrospektyvos analizę, kiek buvo pasiekti Alternatyvaus investavimo fondų valdytojų direktyvos (AIFMD) – Europos Parlamento ir Tarybos direktyvos 2011/61/ES – tikslai.

Rangovas turės atlikti bendro pobūdžio apklausą apie AIFMD taisyklių funkcionavimą ir jas taikant įgytą patirtį. Jis taip pat turės pristatyti įrodymais pagrįstą tyrimą apie tai, kiek efektyvios, veiksmingos, atitinkamos ir suderinamos yra AIFMD taisyklės siekiant jų tikslų ir kokia buvo šių priemonių ES pridėtinė vertė. Bendro pobūdžio apklausos rezultatus ir tyrimo išvadas rangovas turės pateikti atskiroje galutinėje ataskaitoje.

Līguma galvenais mērķis ir nodrošināt Komisijai atskata analīzi par to, kādā mērā Alternatīvo ieguldījumu fondu pārvaldnieku direktīvas (Alternative Investment Fund Managers Directive – AIFMD) – Eiropas Parlamenta un Padomes Direktīvas 2011/61/ES – mērķi ir sasniegti.

Darbuzņēmējam būs jāveic vispārējs apsekojums par AIFMD noteikumu darbību un to piemērošanā gūto pieredzi. Tam būs arī jāsagatavo uz pierādījumiem balstīts pētījums par to, cik efektīvi, iedarbīgi, atbilstīgi un saskaņoti ir AIFMD noteikumi tajos izvirzīto mērķu sasniegšanā un kāda ir pievienotā vērtība, ko šie pasākumi radījuši Eiropas Savienībai. Vispārējā apsekojuma rezultāti un pētījuma konstatējumi darbuzņēmējam būs jāiekļauj vienā gala ziņojumā.

L-objettiv ġenerali tal-kuntratt hu li jipprovdi lill-Kummissjoni bl-analiżi li tħares lura lejn il-punt sa liema l-objettivi tad-Direttiva dwar il-Maniġers tal-Fond ta' Investiment Alternattiv (AIFMD) — id-Direttiva 2011/61/UE tal-Parlament Ewropew u tal-Kunsill — inkisbu.

Il-kuntrattur se jkollu jwettaq servej ġenerali dwar il-funzjonament tar-regoli tal-AIFMD u l-esperjenza miksuba fl-applikazzjoni tagħhom. Ser ikollu wkoll jipproduċi studju bbażat fuq l-evidenza fuq kemm huma effettivi, effiċjenti, rilevanti u koerenti r-regoli tal-AIFMD fil-ksib tal-objettivi tagħhom u x'kien il-valur miżjud tal-UE ta' tali miżuri. Ir-riżultati tas-servej ġenerali u s-sejbiet tal-istudju ser ikollhom ikunu pprovduti mill-kuntrattur f'rapport singolu finali.

Ogólnym celem zamówienia jest dostarczenie Komisji analizy dotychczasowego stanu realizacji celów dyrektywy w sprawie zarządzających alternatywnymi funduszami inwestycyjnymi – dyrektywy Parlamentu Europejskiego i Rady 2011/61/UE.

Wykonawca przeprowadzi ogólne badanie funkcjonowania przepisów dyrektywy w sprawie zarządzających alternatywnymi funduszami inwestycyjnymi oraz doświadczeń uzyskanych w toku ich stosowania. Przedstawi również popartą dowodami analizę skuteczności, wydajności, trafności i spójności przepisów tej dyrektywy pod kątem osiągnięcia jej celów oraz uzyskanej europejskiej wartości dodanej. Wykonawca przedstawi wyniki ogólnego badania oraz analizy w formie jednego sprawozdania końcowego.

Všeobecným cieľom zákazky je poskytnúť Komisii spätnú analýzu, pokiaľ ide o mieru dosiahnutia cieľov smernice o správcoch alternatívnych investičných fondov (AIFMD) – smernica Európskeho parlamentu a Rady 2011/61/EÚ.

Dodávateľ bude musieť vykonať všeobecný prieskum fungovania pravidiel smernice AIFMD a skúseností získaných pri ich uplatňovaní. Zároveň bude musieť vypracovať štúdiu založenú na dôkazoch o tom, aké efektívne, účinné, relevantné a koherentné sú pravidlá smernice AIFMD pri dosahovaní jej cieľov, a o tom, aká je pridaná hodnota EÚ týchto opatrení. Výsledky všeobecného prieskumu a zistenia štúdie bude musieť poskytnúť dodávateľ v jednej záverečnej správe.

Splošni cilj naročila je Komisiji zagotoviti retrospektivno analizo o tem, v kolikšni meri so bili doseženi cilji Direktive o upraviteljih alternativnih investicijskih skladov (UAIS) – Direktive 2011/61/EU Evropskega parlamenta in Sveta.

Izvajalec bo moral opraviti splošno raziskavo o delovanju pravil Direktive UAIS in izkušnjah, pridobljenih na podlagi njihove uporabe. Poleg tega bo moral izvesti z dokazi podprto študijo o učinkovitosti, uspešnosti, ustreznosti in skladnosti pravil Direktive UAIS pri doseganju njihovih ciljev in o tem, kolikšno dodano vrednost EU so prinesli ti ukrepi. Rezultati splošne raziskave in ugotovitve študije mora izvajalec zagotoviti v enotnem končnem poročilu.

Is é cuspóir ginearálta an chonartha anailís aisbhreathnaitheach a sholáthar don Choimisiún maidir leis an méid agus a baineadh amach cuspóirí na Treorach maidir le Bainisteoirí ar Chistí Malartacha Infheistíochta (AIFMD) — Treoir 2011/61/AE ó Pharlaimint na hEorpa agus ón gComhairle.

Beidh ar an gconraitheoir suirbhé ginearálta a dhéanamh ar fheidhmiú rialacha an AITMD agus ar an taithí a gnóthaíodh agus iad á bhfeidhmiú. Beidh air staidéar bunaithe ar fhianaise a tháirgeadh maidir le cé chomh héifeachtach, éifeachtúil agus comhleanúnach agus atá na rialacha AIFMD maidir lena gcuspóirí a bhaint amach agus méid an bhreisluacha don AE a bhain leis na bearta sin. Ní mór don chonraitheoir torthaí an tsuirbhé ghinearálta agus tátail an staidéir a sholáthar i dtuarascáil deiridh aonair.

Общата цел на поръчката е да се предостави на Комисията ретроспективен анализ до каква степен са постигнати целите на Директивата относно лицата, управляващи алтернативни инвестиционни фондове (AIFMD) – Директива 2011/61/ЕС на Европейския парламент и на Съвета.

Изпълнителят ще трябва да направи общо проучване на функционирането на правилата на AIFMD и на опита, придобит при прилагането им. Той ще трябва също да изготви базирано на доказателства изследване на ефективността, ефикасността, значението и съгласуваността на правилата на AIFMD за постигането на техните цели, както и каква е била добавената стойност за ЕС от тези мерки. Резултатите от общото проучване и изводите от изследването ще трябва да бъдат предоставени от изпълнителя в общ окончателен доклад.

Obiectivul general al contractului este de a furniza Comisiei o analiză retrospectivă a măsurii în care au fost atinse obiectivele Directivei privind administratorii fondurilor de investiții alternative (Alternative Investment Fund Managers Directive – AIFMD) – Directiva 2011/61/UE a Parlamentului European și a Consiliului.

Contractantul va trebui să realizeze o anchetă generală privind funcționarea normelor AIFMD și experiența acumulată în cadrul aplicării acestora. De asemenea, va trebui să elaboreze un studiu bazat pe dovezi privind gradul de eficacitate, eficiență, relevanță și coerență al normelor AIFMD în ceea ce privește atingerea obiectivelor acestora și valoarea adăugată a acestor măsuri generată pentru UE. Rezultatele anchetei generale și constatările studiului vor trebui să fie furnizate de către contractant în cadrul unui singur raport final.

Opći cilj ugovora je pružiti Komisiji analizu kojom se gleda u prošlost kako bi se ustanovilo do koje su mjere postignuti ciljevi Direktive o upraviteljima alternativnih investicijskih fondova (Alternative Investment Fund Managers Directive – AIFMD) — Direktiva 2011/61/EU Europskog parlamenta i Vijeća.

Ugovaratelj će morati provesti opće istraživanje o funkcioniranju pravila AIFMD-a i iskustvu stečenom prilikom njihove primjene. Ujedno će morati sastaviti studiju temeljenu na dokazima o tome koliko su pravila AIFMD-a učinkovita, djelotvorna, relevantna i dosljedna u postizanju svojih ciljeva te koja je bila dodana vrijednost EU-a tih mjera. Rezultate općeg istraživanja i rezultate studije ugovaratelj će morati pružiti u jedinstvenom završnom izvješću.

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