Ongoing procurements
Status procurement | Type of fund | Notice of procurement | Closingdate | Award decision announced |
---|---|---|---|---|
Upcoming | Actively managed It & Communication equity funds | TBA | TBA | TBA |
Upcoming | Actively managed European equity funds, small-cap | TBA | TBA | TBA |
Upcoming | Actively managed Swedish equity funds, small-cap | TBA | TBA | TBA |
Upcoming | Actively managed US & North America equity funds, mid/large-cap | TBA | TBA | TBA |
Upcoming | Passively managed US & North America equity funds, mid/large-cap | TBA | TBA | TBA |
Closed for tenders | Actively managed global equity funds, mid/large-cap | 2024-11-04 | 2025-02-06 | Q4 2025 |
Closed for tenders | Actively managed Swedish equity funds, mid/large-cap | 2024-09-09 | 2024-11-14 | Q3 2025 |
Closed for tenders | Passively managed Swedish equity funds mid/large-cap | 2024-09-09 | 2024-11-14 | Q3 2025 |
Closed for tenders | Actively managed Nordic equity funds mid/large-cap | 2024-04-29 | 2024-05-31 | February 19 2025 |
Closed for tenders | Actively managed Nordic equity funds small cap | 2024-04-29 | 2024-05-31 | February 19 2025 |
Actively managed global equity funds with a primary focus on investments in large and mid-cap companies
External link.
Assets under management (as of 30-09-24): SEK 200 billion
Type of funds: Equities
Fund category: Global, actively managed equity funds with a primary focus on investments in large and mid-cap companies
Number of funds to be procured: 14
Important dates:
• Last day to submit tenders: 06-02-2025
• Questions must be submitted before: 27-01-2025
• FTN will answer questions up until: 31-01-2025.
Procurement documents:
• Request for Proposal (RFP) Pdf, 1.4 MB.
• Procurement Guidelines Pdf, 266.3 kB.
• Exclusion grounds and mandatory requirements Pdf, 344.8 kB.
• Annex 2 Procurement Specifications Pdf, 288.5 kB.
• Fund Agreement Pdf, 449.7 kB.
• Annex A - Price Pdf, 436.4 kB.
• Annex A1 Pdf, 221.4 kB.
• Annex B - Trading Pdf, 374.7 kB.
• Annex C - Best Practice Pdf, 348.6 kB.
• Instructions for the Fund Agreement Pdf, 405 kB.
• Annex 4 - Excel Excel, 619.5 kB.
• Annex 5 - Exce Excel, 65.4 kB.l
• Annex 7 -Signing of tender Pdf, 215.9 kB.
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 is included only for service reasons. If the Request for Proposal texts 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 the Request for Proposal in PDF format are contradictory, the texts in the clips-documents take precedence.
Procurement of actively managed Swedish equity funds with a primary focus on investments in large and mid-cap companies (notice made 09-09-2024)
External link.
Assets under management (as of 31-07-24): SEK 96 billion
Type of funds: Equities
Fund category: Swedish, actively managed equity funds with a primary focus on investments in large and/or mid-cap companies
Number of funds to be procured: 10
Important dates:
• Last day to submit tenders: 14-11-2024
• Questions must be submitted before 04-11-2024
• FTN will answer questions continuously between May 24 and November 8, 2024.
Procurement documents:
• Request for Proposal (RFP) Pdf, 1.1 MB.
• Procurement Guidelines Pdf, 894.9 kB.
• Exclusion grounds and mandatory requirements Pdf, 336 kB.
• Procurement Specifications Pdf, 225.4 kB.
• Fund Agreement Pdf, 233 kB.
• Annex A - Price Pdf, 111 kB.
• Annex A1 Pdf, 53.2 kB.
• Annex B - Trading Pdf, 100.9 kB.
• Annex C - Best Practice Pdf, 98.5 kB.
• Instructions for the Fund Agreement Pdf, 105.3 kB.
• Annex 4 - Excel Excel, 6.2 MB.
• Annex 5 - Excel Excel, 53.5 kB.
• Annex 7 -Signing of tender Pdf, 216.1 kB.
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 is included only for service reasons. If the Request for Proposal texts 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 the Request for Proposal in PDF format are contradictory, the texts in the clips-documents take precedence.
Procurement of passively managed Swedish equity funds with a primary focus on investments in large and mid-cap companies (notice made 09-09-2024)
External link.
Assets under management (as of 31-07-24): SEK 59 billion
Type of funds: Equities
Fund category: Swedish, passively managed equity funds with a primary focus on investments in large and/or mid-cap companies
Number of funds to be procured: 5
Important dates:
• Last day to submit tenders: 14-11-2024
• Questions must be submitted before 04-11-2024
• FTN will answer questions continuously between May 24 and November 8, 2024.
Procurement documents:
• Request for Proposal (RFP) Pdf, 1.1 MB.
• Procurement Guidelines Pdf, 895.2 kB.
• Exclusion grounds and mandatory requirements Pdf, 336 kB.
• Procurement Specifications Pdf, 225.5 kB.
• Fund Agreement Pdf, 232.9 kB.
• Annex A - Price Pdf, 111 kB.
• Annex A1 Pdf, 53.2 kB.
• Annex B - Trading Pdf, 100.8 kB.
• Annex C - Best Practice Pdf, 98.5 kB.
• Instructions for the Fund Agreement Pdf, 105.2 kB.
• Annex 4 - Excel Excel, 11.8 MB.
• Annex 5 - Excel Excel, 53.5 kB.
• Annex 7 -Signing of tender Pdf, 215.9 kB.
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 is included only for service reasons. If the Request for Proposal texts 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 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 large and mid-cap companies, (notice made 29-04-2024)
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Assets under management (as of 31-3-2024): 9.3 billion SEK
Type of funds: Equity funds
Fund Category: Nordic, actively managed equity funds with a 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: 11-06-2024 23:59 (CET)
- Questions must be submitted before 31-05-2024 23:59 (CET)
- FTN will answer questions continuously between April 29th and June 6th 2024.
Procurement Documents:
- Request for Proposal (RFP)
Pdf, 2 MB.
- Procurement Guidelines
Pdf, 883.6 kB.
- Exclusion grounds and mandatory requirements
Pdf, 424.7 kB.
- Procurement Specification
Pdf, 224.8 kB.
- Fund Agreement
Pdf, 449.3 kB.
- Annex A - Price
Pdf, 433.9 kB.
- Annex A1
Pdf, 219.5 kB.
- Annex B - Trading
Pdf, 369.5 kB.
- Annex C - Best Practice
Pdf, 345.3 kB.
- Instructions for the Fund Agreement
Pdf, 402.2 kB.
- Annex 4 - Excel
Excel, 5 MB.
- Annex 5 - Excel
Excel, 54.5 kB.
- Annex 7 -Signing of tender
Pdf, 216.5 kB.
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 records in e-Avrop, which alone apply to and govern the procurement. The Request for Proposal in PDF format is 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 the Request for Proposal in PDF format are contradictory, the texts in the clips-documents take precedence.
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 of 31-3-2024): 8.8 billion SEK
Type of funds: Equity funds
Fund Category: Nordic, actively managed equity funds with a 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: 11-06-2024 23:59 (CET)
- Questions must be submitted 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 PDF RFP below is 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.
- Request for Proposal (RFP)
Pdf, 2 MB.
- Procurement Guidelines
Pdf, 654.8 kB.
- Exclusion grounds and mandatory requirements
Pdf, 205.6 kB.
- Procurement Specification
Pdf, 224.1 kB.
- Fund Agreement
Pdf, 279.8 kB.
- Annex A - Price
Pdf, 433.6 kB.
- Annex A1
Pdf, 65.8 kB.
- Annex B - Trading
Pdf, 206.9 kB.
- Annex C - Best Practice
Pdf, 175.3 kB.
- Instructions for the Fund Agreement
Pdf, 242.6 kB.
- Annex 4 - Excel
Excel, 5 MB.
- Annex 5 - Excel
Excel, 54.5 kB.
- Annex 7 -Signing of tender
Pdf, 62.9 kB.
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 the Request for Proposal in PDF format are contradictory, the texts in the clips-documents take precedence.
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 European Equity Funds with primary focus on investments in large & mid cap companies, replicating or emulating the selected benchmark index . (Notice made 29-02-2024)
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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:
- Request for Proposal (RFP)
Pdf, 898.5 kB.
- Procurement Guidelines
Pdf, 890.7 kB.
- Exclusion grounds and mandatory requirements
Pdf, 366.8 kB.
- Procurement Specification
Pdf, 82.1 kB.
- Fund Agreement
Pdf, 459.5 kB.
- Annex A
Pdf, 434.7 kB.
- Annex A1
Pdf, 219.4 kB.
- Annex B
Pdf, 372.4 kB.
- Annex C
Pdf, 348.4 kB.
- Instructions for the Fund Agreement
Pdf, 406.5 kB.
- Annex 6
Pdf, 216.5 kB.
- Annex 4
Excel, 415.8 kB.
Procurement of Global Equity Funds with primary focus on investments in large & mid cap companies, replicating or emulating the selected benchmark index (Notice made 29-02-2024)
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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:
- Request for Proposal (RFP)
Pdf, 1021.6 kB.
- Procurement Guidelines
Pdf, 890.6 kB.
- Exclusion grounds and mandatory requirements
Pdf, 367 kB.
- Procurement Specification
Pdf, 82 kB.
- Fund Agreement
Pdf, 460 kB.
- Annex A
Pdf, 444.5 kB.
- Annex A1
Pdf, 220.1 kB.
- Annex B
Pdf, 383.9 kB.
- Annex C
Pdf, 350.3 kB.
- Instructions for the Fund Agreement
Pdf, 406.3 kB.
- Annex 6
Pdf, 218.9 kB.
- Annex 4
Excel, 416.5 kB.
Procurement of actively managed European equity funds with a primary focus on investments in large & 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:
- Request for Proposal (RFP)
Pdf, 1.4 MB.
- Addendum to the RFP question 2.7
Pdf, 38.4 kB.
- Procurement Guidelines (updated 12-07-2023)
Pdf, 581.7 kB.
- Exclusion grounds and mandatory requirements
Pdf, 362.6 kB.
- Procurement Specification
Pdf, 230.2 kB.
- Fund Agreement
Pdf, 463 kB.
- Annex A
Pdf, 434 kB.
- Annex A1
Pdf, 221.2 kB.
- Annex B
Pdf, 373.4 kB.
- Annex C
Pdf, 349.8 kB.
- Instructions for the Fund Agreement
Pdf, 397.2 kB.
- Annex 7
Pdf, 217 kB.