The Swedish Fund Selection Agency publishes draft examples of parts of the procurement material and welcomes comments
The Swedish Fund Selection Agency publishes a draft example of parts of the procurement material that will be used in the upcoming procurements of funds for the premium pension fund platform. The material provides an overview of the design and scope of the procurement material. Publishing the material is part of the Agency’s market dialogue, which is intended to give the market the opportunity to prepare for the upcoming procurements of funds and to comment and give feedback on the procurement material.
The material is available in English and in Swedish. Comments should be sent to procurement@ftn.se by March 17th.
Procurement Guidelines
Procurement Guidelines (click to open in new window)
Pdf, 661.2 kB, opens in new window.
This document describes how the procurement will be carried out, and describes among else the Swedish Fund Selection Agency, the background to the procurement, definitions of terms relevant to the procurement, the various stages of the procurement process, the time plan, how the verification of the set requirements is made as well as how the evaluation is made, in both cases based on the exclusion grounds, mandatory requirements and award criteria of the procurement.
Exclusion Grounds and Mandatory Requirements
Fund Specification
Fund specification (click to open in new window) Pdf, 333 kB, opens in new window.
This document describes and specifies, among else, the fund category to be procured.
Request for Proposal
Request for proposal (click to open in new window) Pdf, 649 kB, opens in new window.
The questions in the RFP aim to provide a description of, among else, the fund's, the fund manager’s operations, organization, strategy, investment philosophy, processes, team and resources, sustainability, performance, administration, asset management fees and other costs.
The draft examples in Swedish are available here.
The Swedish Fund Selection Agency welcomes written comments and questions on the procurement material. These should be sent to procurement@ftn.se by 2023-03-17.
Please note that all comments received will be archived in accordance with the Swedish principle of public access to documents. and could therefore be subject to disclosure upon request. Information that is deemed confidential according to the provisions of the Swedish Public Access to Information and Secrecy Act (2009:400) will not be disclosed.