Ongoing procurements

The government has decided to replace the affiliated funds on the premium pension fund platform with procured funds. The Swedish Fund Selection Agency, FTN, has the mandate to procure, review and quality-ensure the funds on the fund platform. As stated by the Law on procurement of funds to the premium pension fund platform External link, opens in new window., the funds procured should be suitable, cost-efficient, sustainable, controllable and of high quality.

Procurement of actively managed Nordic Equity Funds with a primary focus on investments in large and/or mid-cap companies, (notice made 29-04-2024) External link, opens in new window.

Assets under management (as per 31-3-2024): 9.3 billion SEK

Type of funds: Equity funds

Fund Category: Nordic, actively managed equity funds with primary focus on investments in large and mid-cap companies

Number of funds to be procured: up to 4 funds

Important dates:

Last day to submit tender: 10-06-2024 23:59 (CET)
Questions must be submited before 31-05-2024 23:59 (CET)
FTN will answer questions continuously between April 29th and June 6th 2024.

Procurement Documents

Regarding the file Annex 1 Request for Proposal, FTN wishes to clarify that it is the texts in the Request for Proposal in the form of electronic documents, the clips-documents, i.e. the electronic documents in e-Avrop, which alone apply to and govern the procurement. The Request for Proposal in PDF-format are included only for service reasons. If the texts of the Request for Proposal in the electronic clip documents are updated, the Request for Proposal in pdf format will not be updated. Therefore, If the texts in the clips and in the Request for Proposal in PDF-format are contradictory, the texts in the clips-documents take precedence.

Procurement of actively managed Nordic Equity Funds with a primary focus on investments in small-cap companies, (notice made 29-04-2024) External link, opens in new window.

Assets under management (as per 31-3-2024): 8.8 billion SEK

Type of funds: Equity funds

Fund Category: Nordic, actively managed equity funds with primary focus on investments in small-cap companies

Number of funds to be procured: up to 4 funds

Important dates:

Last day to submit tender: 10-06-2024 23:59 (CET)
Questions must be submited before 31-05-2024 23:59 (CET)
FTN will answer questions continuously between April 29th and June 6th 2024.

Procurement Documents

Please note that the RFP below in PDF format are an extract from e-avrop. It is the electronic documents in e-avrop that are governing in the procurement. In case of conflict, the texts in the electronic documents take precedence over the PDF document, which is provided for service reasons only.

Procurement of European Equity Funds with primary focus on investments in large and mid cap companies, replicating or emulating the selected benchmark index (notice made 29-02-2024) External link, opens in new window.

Assets under management (as per 31-12-2023): approximately 14.6 billion SEK

Type of funds: Equity funds

Fund Category: Europe, index funds with primary focus on investments in large and mid cap companies

Number of funds to be procured: up to 4 funds

Important dates:

Last day to submit tender: 02-05-2024 23:59 (CET)
Questions must be submited before 22-04-2023 23:59 (CET)
FTN will answer questions continuously between February 29th and April 26th 2024.

Procurement Documents

Procurement of Global Equity Funds with primary focus on investments in large and mid cap companies, replicating or emulating the selected benchmark index (notice made 29-02-2024) External link, opens in new window.

Assets under management (as per 31-12-2023): approximately 43 billion SEK

Type of funds: Equity funds

Fund Category: Global, index funds with primary focus on investments in large and mid cap companies

Number of funds to be procured: up to 6 funds

Important dates:

Last day to submit tender: 02-05-2024 23:59 (CET)
Questions must be submited before 22-04-2023 23:59 (CET)
FTN will answer questions continuously between February 29th and April 26th 2024.

Procurement Documents

Submitting a tender

Notice for the procurement of funds to the premium pension fund platform will be made on the procurement platform e-Avrop. A profile in e-Avrop is required to submit a tender in the procurement.

Participation requires the payment of a tender fee, which must be paid at the latest when a tender for a procurement is submitted.

To ensure that all potential tenderers are treated equally, no information regarding the procurement will be shared directly with individual tenderers. All dialogue relating to the ongoing procurement, including questions and answers, will be handled via e-avrop.com External link, opens in new window..

Please note that documents received by an authority, such as tenders, are public documents and may therefore be disclosed in their entirety if someone requests access to them. However, information protected by confidentiality is not disclosed. It is therefore important that the fund manager clarifies which parts of the material submitted in the tender should be covered by confidentiality and describes in what way the Fund Manager would suffer harm if the information were disclosed. However, FTN will make an independent confidentiality assessment which in turn may ultimately be reviewed by a court.

Completed Procurements

Procurement of actively managed European equity funds with a primary focus on investments in large and/or mid cap (notice made 30-06-2023)

Award decision and Procurement Report (PDF) Pdf, 6.7 MB.

Assets under management (as per 31-05-2023): approximately 11 billion SEK

Type of funds: Equity funds

Fund Category: Europe, actively managed funds with primary focus on investments in large and/or mid cap

SFDR: Article 8 and article 9

Number of funds to be procured: up to 6 funds

Important dates:

Last day to submit tender: 05-10-2023 23:59 (CET)
Questions must be submited before 24-09-2023 23:59 (CET)
FTN will answer questions continuously between July 31st and September 29th 2023.

Procurement Documents