Ongoing procurement

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

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 up until 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 up until 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 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.

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 a 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 of 31-12-2023): approximately 14.6 billion SEK

Type of funds: Equity funds

Fund Category: Europe, index 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: 02-05-2024 23:59 (CET)
• Questions must be submitted before 22-04-2023 23:59 (CET)
• FTN will answer questions continuously up until 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)
External link, opens in new window.

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

Type of funds: Equity funds

Fund Category: Global, index funds with a 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 submitted before 22-04-2023 23:59 (CET)
• FTN will answer questions continuously between up until 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 of 31-05-2023): approximately 11 billion SEK

Type of funds: Equity funds

Fund Category: Europe, actively managed funds with a 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 submitted before 24-09-2023 23:59 (CET)
• FTN will answer questions continuously up until September 29 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.