Information for the procurement of equity and index funds, US & North America

There are currently eleven actively managed US & North American equity funds focused on large- and mid-cap companies available on the premium pension fund platform. This category represents a total capital of approximately SEK 12 billion*.

The category of US & North American index funds comprises six funds, representing approximately SEK 29 billion in total capital. The actively managed funds and the index funds will be procured through two separate, parallel processes. Together, these procurements will impact approximately 244,000 premium pension savers*.

The preliminary procurement specifications can be found in full below. Please note that these documents are draft versions. The final and binding specifications will be published when the procurement is formally announced.

The purpose of publishing the drafts is to allow potential tenderers to prepare in advance and to submit questions or comments regarding the upcoming procurement.

Questions and comments should be sent to procurement@ftn.se no later than 31 December 2025. FTN will not respond to all questions individually, but all submitted comments will be reviewed and considered.
The procurements are planned to be announced during the first quarter of 2026.

Specifications:

PDF: Draft Procurement Specification: Actively managed US and North America Equity Funds, Large- and Mid-Cap Companies pdf, 509.4 kB.

PDF: Draft Procurement Specification: Passively managed US and North America Equity Funds, Large- and Mid-Cap Companies pdf, 506.2 kB.

Please note that documents received by an authority are official documents. Official documents are public insofar as they do not contain information that must be kept secret under the Swedish Public Access to Information and Secrecy Act (2007:400). Public documents may therefore be disclosed in full or in part if someone requests access to them. Information protected by confidentiality is not disclosed. However, FTN will make an independent confidentiality assessment which in turn may ultimately be reviewed by a court.

*Assets under management represent the current volume allocated to the category per 30-09-25. There is no guarantee that the procured volume will correspond to the current volume.